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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
FL RA APPROVED 2025-08-25
TX RA APPROVED_RES 2022-11-09
  • FL RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED_RES
    Since 2022-11-09

Branch Locations

Port Orange, FL • 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
First Command Financial Planning Fort Worth TX 09/2019 Present
Berkshire Hathaway Homeservices Showcase Properties Dothan AL 03/2018 12/2019
R. Bruce Hall, Attorney At Law, Llc Dothan AL 04/2017 03/2018
Unemployed Dothan AL 01/2017 04/2017
Marine Corps Community Services - Accounting Jacksonville NC 09/2015 12/2016
First Command Brokerage Services Inc Fort Worth TX 04/2020 Present
First Command Advisory Services, Inc Fort Worth TX 04/2020 Present
First Command Insurance Services, Inc Fort Worth TX 04/2020 Present
  • 09/2019 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 03/2018 → 12/2019
    Berkshire Hathaway Homeservices Showcase Properties
    Dothan, AL
  • 04/2017 → 03/2018
    R. Bruce Hall, Attorney At Law, Llc
    Dothan, AL
  • 01/2017 → 04/2017
    Unemployed
    Dothan, AL
  • 09/2015 → 12/2016
    Marine Corps Community Services - Accounting
    Jacksonville, NC
  • 04/2020 → Present
    First Command Brokerage Services Inc
    Fort Worth, TX
  • 04/2020 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 04/2020 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-17
  • S66 Uniform Combined State Law Examination
    2020-07-17
Other Names
  • Kasey Linn Diehl
  • Kasey Mitchell

View on SEC IAPD

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