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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
OH RA APPROVED 2026-05-18
  • OH RA
    APPROVED
    Since 2026-05-18

Branch Locations

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

51 Plum Street, Beaver Creek, OH 45440 • 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 Brokerage Services Inc. Fort Worth TX 08/2025 06/2026
U.S. Air Force Lafayette IN 05/2006 05/2026
First Command Brokerage Services, Inc. Fort Worth TX 06/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 06/2026 Present
First Command Insurance Services, Inc. Forth Worth TX 06/2026 Present
  • 08/2025 → 06/2026
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 05/2006 → 05/2026
    U.S. Air Force
    Lafayette, IN
  • 06/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2026 → Present
    First Command Insurance Services, Inc.
    Forth Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-29
S63 Uniform Securities Agent State Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-29
  • S63 Uniform Securities Agent State Law Examination
    2026-03-07

View on SEC IAPD

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