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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
MI RA APPROVED 2017-06-26
  • MI RA
    APPROVED
    Since 2017-06-26

Branch Locations

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

45437 Marketplace Blvd, Chesterfield, MI 48051 • 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
Richmond Community Schools Richmond MI 08/2001 06/2017
First Command Financial Planning, Inc. Fort Worth TX 05/2016 07/2017
First Command Financial Planning, Inc. Fort Worth TX 07/2017 Present
First Command Advisory Services, Inc. Fort Worth TX 07/2017 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2017 Present
  • 08/2001 → 06/2017
    Richmond Community Schools
    Richmond, MI
  • 05/2016 → 07/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 07/2017 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 07/2017 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2017 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Anthony and Jeanette Bloink ; Whether the business is investment-related: Not Investment-related ; Address of the other business: 4250 Fairway Dr. Fort Gratiot Mi. 48059 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 09/01/17 ; The approximate number of hours/month you devote to the other business: 1 - 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: Owner of rental property. 8 units

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-26
  • S66 Uniform Combined State Law Examination
    2017-06-26

View on SEC IAPD

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