Leif Vanhala

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
PA	RA	APPROVED	2025-03-20
TX	RA	APPROVED	2023-02-17

PA RA
APPROVED

Since 2025-03-20
TX RA
APPROVED

Since 2023-02-17

Branch Locations

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

Philadelphia, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	08/2021	06/2022
Unemployed	Mansfield	TX	01/2021	08/2021
Sunpro	Irving	TX	09/2020	01/2021
Sustainable Resource Center	Minneapolis	MN	07/2019	07/2020
Center For Energy And Environment	Minneapolis	MN	05/2014	07/2019
First Command Brokerage Services	Fort Worth	TX	06/2022	Present

08/2021 → 06/2022

Fidelity Investments

Westlake, TX
01/2021 → 08/2021

Unemployed

Mansfield, TX
09/2020 → 01/2021

Sunpro

Irving, TX
07/2019 → 07/2020

Sustainable Resource Center

Minneapolis, MN
05/2014 → 07/2019

Center For Energy And Environment

Minneapolis, MN
06/2022 → Present

First Command Brokerage Services

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-03
S63	Uniform Securities Agent State Law Examination	2022-01-12

S66 Uniform Combined State Law Examination

2023-02-03
S63 Uniform Securities Agent State Law Examination

2022-01-12

Other Names

Leif Erik Vanhala
Leif Vanhala

View on SEC IAPD