Matthew Lance Wiley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 05/2020
  Plainscapital Bank
  Dallas, TX
• 05/2020 → Present
  First Command Financial Services
  Fort Worth, TX

Other Businesses

(1) Name: DFW Airport Interfaith Chaplaincy Investment-related: No Address: PO Box 610445, DFW Airport, TX 75261 Nature of the other business: Board Membership Your position: Treasurer, Board Member Start date: 01/01/13 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: I serve on a volunteer basis for this non profit organization (2) Name of the other business: Prosource Mortgage LLC Whether the business is investment-related: Yes Address of the other business: 306 W 7TH Suite 900, Fort Worth, TX 76102 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Member The start date of your relationship: Nov 18, 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: No duties

Exams

• S66 Uniform Combined State Law Examination
  2020-12-17

Designations

• Chartered Financial Analyst

Other Names

• Matt Lance Wiley