Brian Malicha Kiefer

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

• 09/2015 → 09/2017
  Jump
  Virginia Beach, VA
• 08/2015 → 09/2022
  U.S. Army National Guard
  Virginia Beach, VA
• 08/2017 → 04/2018
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 04/2018 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 04/2018 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 04/2018 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1) Name: Brian M Kiefer & Associates, LLC. Investment-related: No Address: 718 Missouri Avenue St Robert Mo 65584 Nature of the other business: Owner/Sole/Partner Your position: Owner and Manager Start date: 06/22/21 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: 1 - 5 Description of duties: Owner and Manager

Exams

• S66 Uniform Combined State Law Examination
  2018-04-10

Designations

• Certified Financial Planner

Other Names

• Brian Kiefer