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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 | 2024-04-23 |
| KS | RA | APPROVED | 2023-01-19 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
9415 E Harry St Ste 202, Wichita, KS 67207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 05/2022 | 01/2023 |
| Landmark National Bank | Topeka | KS | 01/2022 | 05/2022 |
| United States Marine Corps | Topeka | KS | 06/2018 | Present |
| Hayden High School | Topeka | KS | 03/2021 | 05/2022 |
| Overbrook City Works | Overbrook | KS | 03/2019 | 01/2020 |
| School | Topeka | KS | 08/2005 | 05/2022 |
| First Command Brokerage Services | Fort Worth | TX | 01/2023 | Present |
| First Command Advisory Services | Fort Worth | TX | 01/2023 | Present |
| First Command Insurance Services | Fort Worth | TX | 01/2023 | Present |
(1) Name of the other business: United States Marine Corps ; Whether the business is investment-related: No ; Address of the other business: 7116 SE Forbes Ave, Topeka, KS 66619 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Platoon Sergeant ; The start date of your relationship: 6/4/2018 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; 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: Leading marines and carrying out the commander's intent (2) Name of the other business: Prairie Fire Advisors, Inc. Whether the business is investment-related: No Address of the other business: 1121 Hudson Ave. Suite. B, Manhattan, KS 66503 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Shareholder The start date of your relationship: Nov 15, 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: no duties (3) Name of the other business: Moore Financial Planning LLC Whether the business is investment-related: Yes Address of the other business: Wichita KS 67235 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2025 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: Use this LLC as a First Command Business. No outside funds or activities from this LLC outside of FC funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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