Karen Wilson Twitty

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

• 08/2020 → 01/2021
  First Command Financial Services
  San Antonio, TX
• 11/2018 → 06/2020
  Department Of Defense Education Activity
  Stuttgart
• 08/2016 → 06/2018
  Moline District 40 Wilson Middle School
  Moline, IL
• 06/2018 → 11/2018
  Homemaker
  Stuttgart
• 01/2021 → Present
  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

Other Businesses

Name of the other business: Twitty and Associates ; Whether the business is investment-related: No ; Address of the other business: 25910 Morhiss Pt Boerne, TX 78006 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Member ; The start date of your relationship: 6/1/2020 ; 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: None

Exams

• S66 Uniform Combined State Law Examination
  2021-01-12

Other Names

• Karen Michelle Wilson
• Karen Michelle Twitty