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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
NE RA APPROVED 2015-12-15
  • NE RA
    APPROVED
    Since 2015-12-15

Branch Locations

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

Bellevue, NE • United States

1716 Charleston Dr., Papillion, NE 68133 • 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 Services, Inc Fort Worth TX 05/2009 Present
First Command Financial Planning, Inc Fort Worth TX 05/2009 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
Immanuel Lutheran Church Bellevue NE 03/2022 09/2025
  • 05/2009 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 05/2009 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
  • 03/2022 → 09/2025
    Immanuel Lutheran Church
    Bellevue, NE
Other Businesses

Name of the other business: CORNHUSKER 7 LLC ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Real Estate ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 12/22/2015 ; The approximate number of hours/month you devote to the other business: <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:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-09
S63 Uniform Securities Agent State Law Examination 2009-08-27
  • S65 Uniform Investment Adviser Law Examination
    2009-09-09
  • S63 Uniform Securities Agent State Law Examination
    2009-08-27

View on SEC IAPD

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