Karen Teresa Loomis

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

Authority	Category	Status	Date
OH	RA	APPROVED	2022-03-09

OH RA
APPROVED

Since 2022-03-09

Branch Locations

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

471 E Broad St Suite 1115, Columbus, OH 43215 • 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

Organization	City	State	From	To
Nexfinancial Analytikos	Columbus	OH	04/2020	03/2024
Defense Information Systems Agency	Apo		08/2014	05/2021
First Command Brokerage Services, Inc.	Fort Worth	TX	03/2021	02/2022
First Command Brokerage Services	Fort Worth	TX	02/2022	Present
First Command Advisory Services	Fort Worth	TX	02/2022	Present
First Command Insurance Services	Fort Worth	TX	02/2022	Present

04/2020 → 03/2024

Nexfinancial Analytikos

Columbus, OH
08/2014 → 05/2021

Defense Information Systems Agency

Apo
03/2021 → 02/2022

First Command Brokerage Services, Inc.

Fort Worth, TX
02/2022 → Present

First Command Brokerage Services

Fort Worth, TX
02/2022 → Present

First Command Advisory Services

Fort Worth, TX
02/2022 → Present

First Command Insurance Services

Fort Worth, TX

Other Businesses

(1) Name of the other business: Trustee ; Whether the business is investment-related: Yes ; Address of the other business: 5853 Prince Placer Rd Hereford AZ ; Nature of the other business: Trustee/Executor/POA ; Your position, title, or relationship with the other business: Trustee for Richard and Patricia Loomis ; The start date of your relationship: 2/29/2024 ; 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: My parents would like to have me as their Trustee. (2) Name of the other business: RBL Capital Company Whether the business is investment-related: Yes Address of the other business: 471 E. Broad Street, Suite 1115, Columbus, OH 43215 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 01, 2023 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is S-Corp to support my IC position at First Command.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-14

S66 Uniform Combined State Law Examination

2022-02-14

View on SEC IAPD