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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
FL RA APPROVED 2025-01-01
TX RA APPROVED 2021-02-04
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-02-04

Branch Locations

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

1413 S Patrick Dr Suite 10, Indian Harbour Beach, FL 32937 • United States

West Melbourne, FL • 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 Vilseck 09/2015 04/2019
First Command Financial Planning, Inc. Fort Worth TX 09/2018 04/2019
First Command Financial Planning, Inc. Fort Worth TX 04/2019 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2019 Present
  • 09/2015 → 04/2019
    Us Army
    Vilseck
  • 09/2018 → 04/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Tyler Witzel LLC Whether the business is investment-related: No Address of the other business: Indian Harbour Beach, FL Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Member The start date of your relationship: Jan 01, 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: I use this entity to run my First Command Business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2019-03-11

View on SEC IAPD

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