Bethany Brandt

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

• 08/2023 → 11/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 09/2016 → 08/2023
  Creative Brandt Productions
  North Port, FL
• 09/2016 → 09/2021
  Chris Craft, Inc.
  Sarasota, FL
• 12/2021 → 01/2022
  The Rock Box
  North Port, FL
• 03/2014 → 09/2016
  Caldwell Trust Company
  Venice, FL
• 02/2022 → Present
  School Of Rock
  Albuquerque, NM
• 02/2022 → 04/2022
  Giving Home Healthcare
  Albuquerque, NM
• 11/2023 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 11/2023 → Present
  First Command Advisory Services , Inc
  Fort Worth, TX
• 11/2023 → Present
  First Command Insurance Services , Inc.
  Fort Worth, TX
• 05/2017 → Present
  Independent Actor
  Albuquerque, NM

Other Businesses

(1) Name of the other business: Independent Actor ; Whether the business is investment-related: No ; Address of the other business: 10438 Tuscany Court NW, Albuquerque, New Mexico 87114 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Actor ; The start date of your relationship: 5/1/2017 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Portraying characters based on written works approved by SAG-AFTRA. I work for hire on a gig by gig basis. (2) Name of the other business: School of Rock ; Whether the business is investment-related: No ; Address of the other business: 6409 Candelaria Rd NE, Albuquerque, NM 87110 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Music Instructor ; The start date of your relationship: 2/12/2022 ; 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: 6 to 10 ; Briefly describe your duties relating to the other business: Employee instructing students of all ages in vocals and piano. (3) Name of the other business: Bethany Brandt LLC Whether the business is investment-related: No Address of the other business: Albuquerque, NM 87114 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Managing Member The start date of your relationship: Mar 01, 2026 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: Over 40 Briefly describe your duties relating to the other business: This LLC was formed to receive all income from First Command for tax purposes. This LLC does not do any other business besides receiving money from First Command's compensation (Transfers from monthly commission payouts) and pay myself and my employees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-23
• S63 Uniform Securities Agent State Law Examination
  2023-10-06

Other Names

• Bethany Noel Ellis