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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2018-04-18 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
50 E 91St Street Suite 314, Indianapolis, IN 46240 • United States
Mccordsville, IN • 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 | 05/2014 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 05/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1)Name of the other business: E&E Management ; Whether the business is investment-related: no ; Address of the other business: 6341 W Oxford Ln McCordsville, IN 46055 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 04/18/18 ; 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: Owner of LLC that manages my commissions, bonus, at, etc from my independent contract with First Command. (2) Name of the other business: McCordsville Community Church Whether the business is investment-related: No Address of the other business: 7397 N 600 W, #100, McCordsville, IN 46055 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member The start date of your relationship: Apr 09, 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: 1 to 5 Briefly describe your duties relating to the other business: Help advise on executive level decisions that help direct MC2. Counsel with the pastor in matters pertaining to the spiritual life and ministries of the church. Be a lead example of servanthood, hospitality, and discipleship for the church. Monthly review of financial reports.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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