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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
TX RA APPROVED 2020-11-23
OK RA APPROVED 2019-04-05
  • TX RA
    APPROVED
    Since 2020-11-23
  • OK RA
    APPROVED
    Since 2019-04-05

Branch Locations

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

5604 Se 67Th St, Oklahoma City, OK 73135 • United States

Edmond, OK • 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
Oklahoma Pipe Sales Inc Seminole OK 02/2016 04/2019
First Command Fort Worth TX 10/2018 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
  • 02/2016 → 04/2019
    Oklahoma Pipe Sales Inc
    Seminole, OK
  • 10/2018 → 04/2019
    First Command
    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

(1)Name of the other business: Willow Creek Resources, LLC Whether the business is investment-related: No Address of the other business: 29 E Drummond St Shawnee OK 74801 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner, VP Business Development & Land The start date of your relationship: 09/10/18 The approximate number of hours/month you devote to the other business: 6 - 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Petroleum Land Management Oil & Gas Operator (2) Name of the other business: Alan M Butler Financial Advisor LLC ; Whether the business is investment-related: Yes ; Address of the other business: 5604 SE 67th St Oklahoma City, OK 73135 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 10/1/2021 ; 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: LLC w/ S-corp election

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-19
  • S66 Uniform Combined State Law Examination
    2019-03-19

View on SEC IAPD

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