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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-19 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
12150 Monument Drive Suite 500, Fairfax, VA 22033 • United States
Haymarket, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2014 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1)INTERNATIONAL ENGAGEMENT FOR FOREIGN MILITARY SALES (FMS) AND INTERNATIONAL BUSINESS DEVELOPMENT (IBD) CONSULTANT SERVICES OF CA. & CYPRESSS INTERNATIONAL INC IN ALEXANDRIA, VA. AND FOR HOMELAND INTELLIGENCE TECHNOLOGY INTERNATIONAL (HITI) INC. IN TAMP, FL. (2)Name of the other business: Ralph Boeckmann, Consultant Whether the business is investment-related: No Address of the other business: 5914 waterloo bridge circle Haymarket, VA 20169 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Independent Consultant The start date of your relationship: 02/01/14 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: Foreign Military Sales (FMS) and International Business Development (IBD) consultant, as listed on approved and filed U4 (3) Name of the other business: Boeckmann Advising and Consulting LLC Whether the business is investment-related: Yes Address of the other business: Haymarket, VA Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: CEO / President The start date of your relationship: Mar 31, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Establish and operate as an LLC for my First Command financial advising practice and commissions earned.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-06 |
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