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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 2024-02-02
DE RA APPROVED 2021-06-17
  • TX RA
    APPROVED_RES
    Since 2024-02-02
  • DE RA
    APPROVED
    Since 2021-06-17

Branch Locations

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

4608 S Dupont Hwy Unit 1, Dover, DE 19901 • United States

Dover, DE • 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 01/2020 07/2020
University Of Alaska Anchorage AK 09/2015 02/2020
State Of Delaware, Division Of Substance Abuse And Mental Health New Castle DE 08/2020 10/2021
First Command Brokerage Services, Inc. Fort Worth TX 06/2021 Present
First Command Insurance Services, Inc. Fort Worth TX 06/2021 Present
First Command Advisory Services, Inc. Fort Worth TX 06/2021 Present
Delaware Volunteer Legal Services Wilmington DE 03/2023 09/2024
Delaware Law School Wilmington DE 10/2025 Present
  • 01/2020 → 07/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2015 → 02/2020
    University Of Alaska
    Anchorage, AK
  • 08/2020 → 10/2021
    State Of Delaware, Division Of Substance Abuse And Mental Health
    New Castle, DE
  • 06/2021 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2021 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2021 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 03/2023 → 09/2024
    Delaware Volunteer Legal Services
    Wilmington, DE
  • 10/2025 → Present
    Delaware Law School
    Wilmington, DE
Previous Registrations
Other Businesses

(1) Name of the other business: Olah Corp Whether the business is investment-related: Yes Address of the other business: 4608 S DuPont Hwy, Suite 1, Dover, DE 19901 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: I use this for my FC business. (2) Name of the other business: Delaware Law School Whether the business is investment-related: No Address of the other business: 4601 Concord Pike, Wilmington, DE 19803 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Volunteer Attorney The start date of your relationship: Oct 04, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Assist Legal Clinic Director with matter, projects, and representations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-12
  • S66 Uniform Combined State Law Examination
    2020-06-12

View on SEC IAPD

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