Michael Forrest Schwing

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

• 05/2023 → 04/2024
  First Command Brokerage Services
  Fort Worth, TX
• 02/2019 → 05/2023
  United States Navy
  Norfolk, VA
• 08/2016 → 02/2019
  Aim Services
  Chesapeake, VA
• 08/2016 → 11/2016
  Dick's Sporting Goods
  Virginia Beach, VA
• 04/2024 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 04/2024 → Present
  First Command Investment Advisory Services, Inc.
  Fort Worth, TX
• 04/2024 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 06/2023 → Present
  Us Navy Reserves
  Norfolk, VA

Other Businesses

Name of the other business: United States Naval Reserve ; Whether the business is investment-related: No ; Address of the other business: 937 3rd Ave Norfolk VA, 23511 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Public Affairs Officer ; The start date of your relationship: May 31, 2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: O3 in the US Naval Reserves as a Public Affairs Officer. Manages the Readiness Department, and four personnel.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15
• S63 Uniform Securities Agent State Law Examination
  2023-12-29