David H Cortez

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

• 08/2024 → 02/2026
  Wells Fargo Clearing Services, Llc
  Great Falls, MT
• 07/2024 → 02/2026
  Wells Fargo Bank, Na
  Great Falls, MT
• 04/2022 → 05/2024
  Edward Jones
  Great Falls, MT
• 06/2019 → 04/2022
  Foothills Community Christian School
  Great Falls, MT
• 01/2018 → 06/2019
  Great Falls Public Schools
  Great Falls, MT
• 11/2014 → 10/2016
  Branch Banking And Trust
  Great Falls, MT
• 10/2016 → 01/2018
  Self Employed
  Great Falls, MT
• 07/2026 → 07/2026
  First Command Brokerage Services Inc
  Fort Worth, TX
• 03/2026 → 07/2026
  Self
  Thornville, OH
• 07/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 07/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Previous Registrations

• 2025-01-27 → 2026-03-02
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Great Falls, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-22
• S63 Uniform Securities Agent State Law Examination
  2024-11-19

Other Names

• David Herrera Cortez
• David Damian Cortez
• David Damian Herrera Cortez
• David Cortez