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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 2026-07-30
TX RA APPROVED 2015-12-15
  • FL RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2015-12-15

Branch Locations

Ponte Vedra, 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, Inc. Fort Worth TX 10/1993 Present
Luis A. Muniz, Inc. Carlisle PA 01/2003 Present
First Command Financial Services, Inc Fort Worth TX 10/1993 Present
First Command Financial Planning Fort Worth TX 12/2008 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 10/1993 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2003 → Present
    Luis A. Muniz, Inc.
    Carlisle, PA
  • 10/1993 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2008 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2004-04-12 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-26
S63 Uniform Securities Agent State Law Examination 1993-12-20
  • S65 Uniform Investment Adviser Law Examination
    2002-02-26
  • S63 Uniform Securities Agent State Law Examination
    1993-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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