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Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2018-10-04
TX RA APPROVED 2016-03-24
  • OK RA
    APPROVED
    Since 2018-10-04
  • TX RA
    APPROVED
    Since 2016-03-24

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Norman, OK • United States

5604 Se 67Th St, Oklahoma City, OK 73135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning , Inc. Fort Worth TX 06/2016 Present
First Command Advisory Services Fort Worth TX 06/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 06/2016 Present
  • 06/2016 → Present
    First Command Financial Planning , Inc.
    Fort Worth, TX
  • 06/2016 → Present
    Fort Worth, TX
  • 06/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Matt Bowman- Financial Advisor, LLC Whether the business is investment-related: Yes Address of the other business: Norman, OK Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: The approximate number of hours/month you devote to the other business: The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: S Corp created for District Payroll and Office Bills (2) Name of the other business: Grace Home Whether the business is investment-related: No Address of the other business: Grace Home, P.O. Box 385, Blanchard OK, 73010 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member The start date of your relationship: Jun 01, 2026 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: The Board of Directors of Grace Home is responsible for the overall governance, fiduciary oversight, and strategic direction of the organization, ensuring that it fulfills its mission while operating in compliance with all applicable laws and ethical standards. The Board hires, supports, and evaluates the Executive Director, oversees financial stability and accountability, approves budgets and key policies, monitors program effectiveness, and safeguards organizational assets. Board members also serve as advocates and ambassadors for Grace Home, support fundraising and resource development efforts, uphold standards of integrity and confidentiality, and work collaboratively to ensure the long-term sustainability and positive impact of the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-21
  • S66 Uniform Combined State Law Examination
    2016-03-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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