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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
IL RA APPROVED 2023-12-08
  • IL RA
    APPROVED
    Since 2023-12-08

Branch Locations

Mascoutah, IL • United States

639 North Main St, O'FAllon, IL 62269 • 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
First Command Brokerage Services Fort Worth TX 03/2023 11/2023
United States Air Force Scott Afb IL 11/2017 11/2023
United States Air Force Scott Afb IL 02/2013 11/2017
First Command Brokerage Services Fort Worth TX 11/2023 Present
First Command Advisory Services Fort Worth TX 11/2023 Present
First Command Insurance Services Fort Worth TX 11/2023 Present
Mascoutah High School Mascoutah IL 06/2023 Present
Illinois Air National Guard Scott Afb IL 02/2013 Present
  • 03/2023 → 11/2023
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2017 → 11/2023
    United States Air Force
    Scott Afb, IL
  • 02/2013 → 11/2017
    United States Air Force
    Scott Afb, IL
  • 11/2023 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2023 → Present
    Fort Worth, TX
  • 11/2023 → Present
    First Command Insurance Services
    Fort Worth, TX
  • 06/2023 → Present
    Mascoutah High School
    Mascoutah, IL
  • 02/2013 → Present
    Illinois Air National Guard
    Scott Afb, IL
Other Businesses

(1) Name of the other business: Mascoutah High School ; Whether the business is investment-related: No ; Address of the other business: 1313 W Main St, Mascoutah, IL 62258 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Varsity Football Coach ; The start date of your relationship: 6/1/2023 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Assist with practice development and implementation while coaching high school athletes during practices and games (2) Name of the other business: Illinois Air National Guard ; Whether the business is investment-related: No ; Address of the other business: 126 Air Guard Way, Scott AFB, IL 62225 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Traditional Guardsman ; The start date of your relationship: 2/23/2013 ; 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: None ; Briefly describe your duties relating to the other business: Aircraft Hydraulic Specialist with the 126th ARW (3) Name of the other business: Illinois Air National Guard Whether the business is investment-related: No Address of the other business: 5806 Pryor Drive, Scott AFB, IL, 62258 Nature of the other business: Military Your position, title, or relationship with the other business: Aircraft Technician The start date of your relationship: Feb 22, 2013 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: None Briefly describe your duties relating to the other business: Evaluate, research, repair, and rebuild hydrualic components of the KC-135.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2023-10-12

View on SEC IAPD

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