Wesley Alan Mlcak

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 02/2007 → Present
  First Command Insurance Services
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Previous Registrations

• 2002-07-16 → 2002-10-28
  Vantage Capital Management, Llc
  San Antonio, TX

Other Businesses

Name of the other business: Mlcak Family Financial Advisors Whether the business is investment-related: No Address of the other business: 15626 Dawn Crest San Antonio TX 78248 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole proprietor The start date of your relationship: 01/01/17 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is just an LLC that I set up a couple of years ago for tax reporting purposes. I do not do any business activity in this LLC other than that related to First Command.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-01
• S63 Uniform Securities Agent State Law Examination
  2007-02-23

Designations

• Certified Financial Planner

Other Names

• Wes Alan Mlcak