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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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