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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:

Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-13
MT RA APPROVED 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2026-08-13
  • MT RA
    APPROVED
    Since 2025-10-27

Branch Locations

410 Central Avenue Suite 522, Great Falls, MT 59401 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Great Falls MT 06/2012 07/2021
Davidson Investment Advisors Great Falls MT 07/2021 06/2025
First Command Brokerage Services, Inc Fort Worth TX 07/2025 10/2025
First Command Brokerage Services, Inc. Fort Worth TX 10/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 10/2025 Present
First Command Insurance Services, Inc Fort Worth TX 10/2025 Present
  • 06/2012 → 07/2021
    Wells Fargo
    Great Falls, MT
  • 07/2021 → 06/2025
    Davidson Investment Advisors
    Great Falls, MT
  • 07/2025 → 10/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 10/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
  • S66 Uniform Combined State Law Examination
    2025-10-09
Other Names
  • Amy Warner
  • Amy Elizabeth Warner

View on SEC IAPD

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