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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
MA RA APPROVED 2026-01-23
TX RA APPROVED_RES 2023-03-20
  • MA RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED_RES
    Since 2023-03-20

Branch Locations

Chicopee, MA • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Homemaker/Stay At Home Mother San Diego CA 06/2016 11/2019
Usmc San Diego CA 01/2017 12/2018
Saddles In Service Alpine CA 09/2018 05/2019
Homemaker San Diego CA 06/2016 01/2017
First Command Financial Planning, Inc. 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 06/2019 11/2019
First Command Insurance Services, Inc. Fort Worth TX 11/2019 Present
  • 06/2016 → 11/2019
    Homemaker/Stay At Home Mother
    San Diego, CA
  • 01/2017 → 12/2018
    Usmc
    San Diego, CA
  • 09/2018 → 05/2019
    Saddles In Service
    Alpine, CA
  • 06/2016 → 01/2017
    Homemaker
    San Diego, CA
  • 11/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2019 → 11/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2019-10-21
Other Names
  • Meagan Nicole Creed

View on SEC IAPD

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