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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
NE RA APPROVED 2026-02-05
  • NE RA
    APPROVED
    Since 2026-02-05

Branch Locations

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

1716 Charleston Dr, Papillion, NE 68133 • 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
Lpl Enterprise Omaha NE 02/2025 01/2026
National Indemnity Company Omaha NE 10/2021 02/2025
Costco La Vista NE 08/2021 10/2021
Cabela's/Bass Pro Shop La Vista NE 02/2021 08/2021
United Postal Service Omaha NE 08/2018 11/2020
Amigo's/King's Classic Papillion NE 12/2016 08/2017
Unemployed Omaha NE 04/1999 12/2016
Unemployed Omaha NE 11/2020 02/2021
Unemployed Omaha NE 08/2017 08/2018
First Command Brokerage Service Inc Fort Worth TX 01/2026 02/2026
First Command Brokerage Services, Inc. Fort Worth TX 02/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2026 Present
  • 02/2025 → 01/2026
    Lpl Enterprise
    Omaha, NE
  • 10/2021 → 02/2025
    National Indemnity Company
    Omaha, NE
  • 08/2021 → 10/2021
    Costco
    La Vista, NE
  • 02/2021 → 08/2021
    Cabela's/Bass Pro Shop
    La Vista, NE
  • 08/2018 → 11/2020
    United Postal Service
    Omaha, NE
  • 12/2016 → 08/2017
    Amigo's/King's Classic
    Papillion, NE
  • 04/1999 → 12/2016
    Unemployed
    Omaha, NE
  • 11/2020 → 02/2021
    Unemployed
    Omaha, NE
  • 08/2017 → 08/2018
    Unemployed
    Omaha, NE
  • 01/2026 → 02/2026
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 02/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-07
  • S66 Uniform Combined State Law Examination
    2025-02-07
Other Names
  • Jack Shafer

View on SEC IAPD

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