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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
IL RA APPROVED 2025-05-22
TX RA APPROVED 2021-04-09
OK RA APPROVED 2021-01-14
  • IL RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2021-04-09
  • OK RA
    APPROVED
    Since 2021-01-14

Branch Locations

Norman, OK • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Us Army College Station TX 03/2013 07/2020
First Command Fort Worth TX 07/2020 01/2021
First Command Brokerage Services Fort Worth TX 01/2021 Present
First Command Advisory Services Fort Worth TX 01/2021 Present
First Command Insurance Services Fort Worth TX 01/2021 Present
First Command Oklahoma City OK 12/2020 01/2021
Hawthorn Inn And Suites College Station TX 05/2016 12/2016
  • 03/2013 → 07/2020
    Us Army
    College Station, TX
  • 07/2020 → 01/2021
    First Command
    Fort Worth, TX
  • 01/2021 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2021 → Present
    Fort Worth, TX
  • 01/2021 → Present
    First Command Insurance Services
    Fort Worth, TX
  • 12/2020 → 01/2021
    First Command
    Oklahoma City, OK
  • 05/2016 → 12/2016
    Hawthorn Inn And Suites
    College Station, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-06
  • S66 Uniform Combined State Law Examination
    2020-11-06
Other Names
  • Samuel Mann

View on SEC IAPD

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