Thomas Beuerman

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	2024-12-18
TX	RA	APPROVED	2020-06-12

NM RA
APPROVED

Since 2024-12-18
TX RA
APPROVED

Since 2020-06-12

Branch Locations

Albuquerque, NM • United States

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

6000 Uptown Blvd Ne Suite 307, Albuquerque, NM 87110 • 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
Department Of Defense, United States Navy	Cleveland	OH	09/2008	09/2019
First Command	Fort Worth	TX	03/2019	11/2019
First Command Advisory Services, Inc.	Fort Worth	TX	11/2019	Present
First Command Financial Planning, Inc.	Fort Worth	TX	11/2019	Present
First Command Insurance Services, Inc.	Fort Worth	TX	11/2019	Present
Us Navy Reserves	Cleveland	OH	09/2019	Present

09/2008 → 09/2019

Department Of Defense, United States Navy

Cleveland, OH
03/2019 → 11/2019

First Command

Fort Worth, TX
11/2019 → Present

First Command Advisory Services, Inc.

Fort Worth, TX
11/2019 → Present

First Command Financial Planning, Inc.

Fort Worth, TX
11/2019 → Present

First Command Insurance Services, Inc.

Fort Worth, TX
09/2019 → Present

Us Navy Reserves

Cleveland, OH

Other Businesses

(1) Name of the other business: HouseBuyingTom Whether the business is investment-related: No Address of the other business: Albuquerque, NM Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 28, 2017 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: 1 - 5 Briefly describe your duties relating to the other business: Owner, only employee. All necessary work completed by me or by a hired professional. (2) Name of the other business: US Navy Reserves Whether the business is investment-related: No Address of the other business: 1240 EAST NINTH STREET, CLEVELAND OH 44199-2055 Nature of the other business: Military Your position, title, or relationship with the other business: Officer The start date of your relationship: Sep 01, 2019 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Drill weekends once per month, 2 weeks of active duty training per year. (3) Name of the other business: TB Advisory Group LLC Whether the business is investment-related: No Address of the other business: Albuquerque, NM Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2025 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: LLC used to run my First Command business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-22

S66 Uniform Combined State Law Examination

2019-10-22

View on SEC IAPD