Steven Schlegel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Phoenix, AZ
• 02/2024 → 07/2024
  Osaic
  Tempe, AZ
• 09/2023 → 02/2024
  Unemployed
  Phoenix, AZ
• 07/2024 → 03/2026
  Commonwealth Financial Network
  San Diego, CA
• 07/2024 → 03/2026
  Krueger Financial Services
  Tempe, AZ
• 03/2026 → 06/2026
  Hornor, Townsend & Kent, Llc
  Wilmington, DE
• 06/2026 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 06/2026 → 06/2026
  Unemployed
  Phoenix, AZ
• 06/2026 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX

Previous Registrations

• 2026-03-17 → 2026-06-05
  Hornor, Townsend & Kent, Llc
  Phoenix, AZ
  Conshohocken, PA
• 2024-07-02 → 2026-03-20
  Commonwealth Financial Network
  Waltham, MA
  Phoenix, AZ
• 2024-02-27 → 2024-07-05
  Osaic Wealth, Inc.
  Tempe, AZ
• 2005-10-31 → 2023-09-18
  Osaic Services, Inc.
  Reading, PA
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2004-03-03 → 2005-10-31
  Sunamerica Securities, Inc.
  Reading, PA
• 2002-10-15 → 2004-06-03
  Vist Capital Management
  Wyomissing, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1992-02-28

Other Names

• Steven David Schlegel