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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
TX RA APPROVED_RES 2026-06-04
AL RA APPROVED 2016-11-04
  • TX RA
    APPROVED_RES
    Since 2026-06-04
  • AL RA
    APPROVED
    Since 2016-11-04

Branch Locations

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

1930 Berryhill Road, Montgomery, AL 36117 • United States

Wetumpka, AL • 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
Waddell & Reed Inc Montgomery AL 02/2016 10/2016
Various Insurance Carriers For W&R Insurance Agencies Wichita KS 02/2016 10/2016
First Command Financial Planning, Inc. Fort Worth TX 10/2016 Present
First Command Advisory Services, Inc. Fort Worth TX 10/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 10/2016 Present
  • 02/2016 → 10/2016
    Waddell & Reed Inc
    Montgomery, AL
  • 02/2016 → 10/2016
    Various Insurance Carriers For W&R Insurance Agencies
    Wichita, KS
  • 10/2016 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 10/2016 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 10/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Previous Registrations
  • 2016-04-25 → 2016-11-03
    Waddell & Reed
    Wichita, KS
    Montgomery, AL
Other Businesses

Name of the other business: Andrew W Fitch Whether the business is investment-related: No Address of the other business: Wetumpka, AL Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Apr 15, 2024 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: A DBA for payroll to my administrative assistant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-25
  • S66 Uniform Combined State Law Examination
    2016-04-25

View on SEC IAPD

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