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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
PR RA APPROVED 2026-06-24
TX RA APPROVED_RES 2022-08-19
IL RA APPROVED 2015-12-15
MO RA APPROVED 2015-12-15
  • PR RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED_RES
    Since 2022-08-19
  • IL RA
    APPROVED
    Since 2015-12-15
  • MO RA
    APPROVED
    Since 2015-12-15

Branch Locations

639 N Main Street, O'FAllon, IL 62269 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Saint Louis, MO • 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 Financial Planning Fort Worth TX 04/1999 Present
First Command Financial Services, Inc Fort Worth TX 04/1999 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 04/1999 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 04/1999 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2005-07-21 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Gateway Properties LLC ; Whether the business is investment-related: No ; Address of the other business: 639 N. Main Street, O'Fallon, IL 62269 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: 1/4 Owner of the LLC ; The start date of your relationship: 11/1/17 ; The approximate number of hours/month you devote to the other business: 1 - 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: Myself and three advisors created the LLC to build an office building. Currently being leased to First Command (2)Name of the other business: Gateway Command LLC ; Whether the business is investment-related: Yes ; Address of the other business: 1714 Deer Tracks Trail Suite 225 Town and Country Mo 63131 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 9/21/2005 ; 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: LLC exists to facilitate operating a District with leases, employees and equipment. This was done as advised by CPA (3)Name of the other business: FHNC 4524 S. Boulevard, LLC Whether the business is investment-related: No Address of the other business: 4524 South Boulevard, Charlotte, North Carolina 28209 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Subscription member (passive investor) The start date of your relationship: Oct 01, 2023 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: Storage Unit Development. I am a subscription member only. No duties wrt the LLC what so ever. (4)Name of the other business: AREP Ridge, LLC Whether the business is investment-related: No Address of the other business: 1515 Mockingbird Lane, suite 7109, Charlotte, NC 28209 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: subscription member (passive investor) The start date of your relationship: Jun 01, 2022 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: None just a passive investor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-20
S63 Uniform Securities Agent State Law Examination 1999-06-21
  • S65 Uniform Investment Adviser Law Examination
    2005-07-20
  • S63 Uniform Securities Agent State Law Examination
    1999-06-21

View on SEC IAPD

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