Francis Gerald Desimone

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

• 03/2024 → 08/2024
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 11/2021 → 07/2024
  United States Army
  Fort Huachuca, AZ
• 07/2018 → 11/2021
  United States Army
  Fort Carson, CO
• 04/2016 → 06/2018
  United States Army
  Ramstein
• 07/2024 → Present
  Arizona National Guard
  Phoenix, AZ
• 08/2024 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 08/2024 → Present
  First Command Advisory Services , Inc
  Fort Worth, TX
• 08/2024 → Present
  First Command Insurance Services , Inc.
  Fort Worth, TX
• 08/2025 → Present
  Desimone Family Financial Services
  Hereford, AZ

Other Businesses

(1) Name of the other business: Arizona National Guard ; Whether the business is investment-related: No ; Address of the other business: 5425 East Mcdowell Road, phoenix, AZ 85008 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Senior All-Source Intelligence Analyst ; The start date of your relationship: Jul 09, 2024 ; 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: Intelligence training, Intelligence support, Intelligence production as required to support explosive ordnance disposal mission. Security Manager Related duties to include: physical security (inspecting arms rooms), personnel security (managing clearances, assisting with re-investigations), Information security (validating proper classification is used on documents), annual and recurring training on all the above. (2) Name of the other business: Desimone Family Financial Services Whether the business is investment-related: No Address of the other business: 8831 E Quail Call Lane, Hereford, AZ 86515 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner/Sole/Partner The start date of your relationship: Aug 01, 2025 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: I am the owner/operator. Registering as Sole-prop due to recommendation from accountant as a new IC/First Command Advisor. (3) Name of the other business: DF Financial Planning LLC Whether the business is investment-related: No Address of the other business: 333 W. Wilcox Drive, Suite 102, Sierra Vista, AZ 85635 Nature of the other business: Financial Your position, title, or relationship with the other business: Owner The start date of your relationship: Mar 24, 2026 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: Used for tax and payroll purposes for independent contractor's employees, self and business expenses at the recommendation of my CPA. All activities will be documented appropriately.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-14
• S63 Uniform Securities Agent State Law Examination
  2024-07-30

Other Names

• Frank Desimone