Adam R Bartek

First Command Advisory Services

CRD 7167641

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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

Authority	Category	Status	Date
WA	RA	APPROVED	2022-08-01

WA RA
APPROVED

Since 2022-08-01

Branch Locations

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

400 E Mill Plain Blvd Suite 105, Vancouver, WA 98660 • 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
First Command Financial Planning, Inc.	Fort Worth	TX	08/2019	11/2020
United States Air Force	Jb Mdl	NJ	12/1999	02/2020
First Command Brokerage Services, Inc.	Fort Worth	TX	11/2020	Present
First Command Advisor Services, Inc.	Fort Worth	TX	11/2020	Present
First Command Insurance Services, Inc.	Fort Worth	TX	11/2020	Present

08/2019 → 11/2020

First Command Financial Planning, Inc.

Fort Worth, TX
12/1999 → 02/2020

United States Air Force

Jb Mdl, NJ
11/2020 → Present

First Command Brokerage Services, Inc.

Fort Worth, TX
11/2020 → Present

First Command Advisor Services, Inc.

Fort Worth, TX
11/2020 → Present

First Command Insurance Services, Inc.

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-22

S66 Uniform Combined State Law Examination

2020-05-22

View on SEC IAPD

More in Fort Worth, TX

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