Kelly Gorreck

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

• 09/2017 → 12/2018
  Dhpc Technologies
  Belcamp, MD
• 10/2004 → 09/2017
  Unemployed
  Highland Falls, NY
• 06/2018 → 11/2018
  First Command
  Fort Worth, TX
• 11/2018 → Present
  First Command Financial Planning, Inc
  Fort Worth, TX
• 11/2018 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2018 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: KG Services LLC Whether the business is investment-related: Yes Address of the other business: 96 Pleasant Street, Colchester, CT 06415 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 15, 2019 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: KG Services is the tax/liability protection vehicle for my financial advisory role at First Command. This "OBA" is my FC business entirely, run through the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-26

Other Names

• Kelly Abell