Kevin William Olson

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

• 01/2008 → 12/2019
  Pacific Life
  Newport Beach, CA
• 06/2020 → 08/2022
  Avantax Invesment Services, Inc.
  Dallas, TX
• 01/2020 → 06/2020
  Unemployed
  Allen, TX
• 02/2022 → 08/2022
  Avantax Advisory Services
  Dallas, TX
• 08/2022 → 05/2023
  Pnc Investments Llc
  Allen, TX
• 06/2023 → 10/2025
  Charles Schwab & Co., Inc
  Westlake, TX
• 10/2025 → Present
  First Command Financial Services, Inc
  Fort Worth, TX

Previous Registrations

• 2023-07-06 → 2025-10-31
  Charles Schwab & Co., Inc.
  Westlake, TX
• 2022-08-26 → 2023-06-02
  Pnc Wealth Management Llc
  Plano, TX
  Frisco, TX
  Allen, TX
  Mckinney, TX
• 2022-02-07 → 2022-08-26
  Avantax Advisory Services
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08
• S63 Uniform Securities Agent State Law Examination
  1998-07-24

Other Names

• Kevin William Olson