Kori Bean

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

• 06/2008 → Present
  First Command
  Fort Worth, TX
• 06/2023 → Present
  Just Flow With It
  Fort Worth, TX
• 02/2024 → Present
  Rental Property
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Just Flow With It ; Whether the business is investment-related: No ; Address of the other business: Godley, TX ; 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: May 31, 2023 ; The approximate number of hours/month you devote to the other business: 1 to 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: I will be creating branded products to sell on Amazon. Yoga/mindfulness related and also a dice tower- {game} (2) Name of the other business: Kori Bean - Rental Property ; Whether the business is investment-related: No ; Address of the other business: 208 Chevy Chase Dr, Fort Worth, TX 76134 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 02/2024 ; The approximate number of hours/month you devote to the other business: 1 to 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: I own a home that I put up for rent when I moved. I spend zero time on this monthly since I have outsourced this to a management company.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-23
• S63 Uniform Securities Agent State Law Examination
  2016-10-19