Steven Loos

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
NM	RA	APPROVED	2023-01-12
TX	RA	APPROVED	2019-07-08

NM RA
APPROVED

Since 2023-01-12
TX RA
APPROVED

Since 2019-07-08

Branch Locations

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

4712 Woodrow Bean Transmountain Dr Suite F, El Paso, TX 79924 • United States

Temple, TX • 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

Organization	City	State	From	To
Mantech	Killeen	TX	06/2018	11/2019
Us Army	Aurora	CO	06/1991	05/2018
First Command Financial Planning, Inc.	Fort Worth	TX	08/2018	06/2019
First Command Financial Planning Inc	Fort Worth	TX	07/2019	Present
First Command Advisory Services Inc	Fort Worth	TX	07/2019	Present
First Command Insurance Services Inc	Fort Worth	TX	07/2019	Present

06/2018 → 11/2019

Mantech

Killeen, TX
06/1991 → 05/2018

Us Army

Aurora, CO
08/2018 → 06/2019

First Command Financial Planning, Inc.

Fort Worth, TX
07/2019 → Present

First Command Financial Planning Inc

Fort Worth, TX
07/2019 → Present

First Command Advisory Services Inc

Fort Worth, TX
07/2019 → Present

First Command Insurance Services Inc

Fort Worth, TX

Other Businesses

(1)Name: Knights of Columbus Investment-related: No Address: 2218 W Avenue D, Temple, TX 76504 Nature of the other business: Board Membership Your position: Board Member Start date: 11/01/20 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: I am the lecture

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-07

S66 Uniform Combined State Law Examination

2019-07-07

View on SEC IAPD