Ralph Lester Kauzlarich

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

• 07/2018 → 11/2018
  Apr Energy, Llc
  Jacksonville, FL
• 08/2014 → 06/2018
  Georgia Military College
  Milledgeville, GA
• 01/2019 → 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: Kauz & Effect Consulting, LLC ; Whether the business is investment-related: No ; Address of the other business: 210 Manor Lane St. Johns, FL 32259 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President & Chief Operating Officer ; The start date of your relationship: 4/15/2019 ; 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: As the founder of a sole-proprietorship LLC, I presently consult a law-firm on a specific case that was started in 2017 and is under discovery at this time. My initial intent was to consult companies in need of management/organizational assessment to improve their overall effectiveness and bottom line. I have not pursued any new opportunities since becoming a First Command Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-02