Best Investors Account Sign in
Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-14
  • TN RA
    APPROVED
    Since 2025-07-14

Branch Locations

Clarksville, TN • United States

25 Jefferson St Suite 300, Clarksville, TN 37040 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
U.S. Bank Springfield TN 10/2022 04/2025
U.S. Bancorp Investments, Inc. Springfield TN 10/2022 04/2025
Bank Of America Fort Myers FL 11/2014 10/2018
U.S. Bank Ashland City TN 11/2018 10/2022
First Command Brokerage Services, Inc. Fort Worth TX 06/2025 07/2025
First Command Brokerage Services, Inc. Fort Worth TX 07/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 07/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2025 Present
  • 10/2022 → 04/2025
    U.S. Bank
    Springfield, TN
  • 10/2022 → 04/2025
    U.S. Bancorp Investments, Inc.
    Springfield, TN
  • 11/2014 → 10/2018
    Bank Of America
    Fort Myers, FL
  • 11/2018 → 10/2022
    U.S. Bank
    Ashland City, TN
  • 06/2025 → 07/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Estate of Virgil Winchel Whether the business is investment-related: No Address of the other business: Unknown Nature of the other business: Trustee/Executor/POA Your position, title, or relationship with the other business: Executor The start date of your relationship: Oct 01, 2026 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: 6 to 10 Briefly describe your duties relating to the other business: I have been asked to serve as the executor of my grandfather's estate. The capacity would be to facilitate the sale of undeveloped land and distribute the proceeds to the remaining heirs or their dependents of Virgil Wichel. He passed away in 1998 and there remains roughly 7 acres of land.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
S63 Uniform Securities Agent State Law Examination 2023-01-04
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14
  • S63 Uniform Securities Agent State Law Examination
    2023-01-04
Other Names
  • Daniel D Kleinmeyer
  • Daniel Dean Kleinmeyer

View on SEC IAPD

More in Clarksville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor