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Christopher Brockway

Advisor at First Command Advisory Services

Updated today

Location

Warrensburg, MO 64093

Credentials

Series 63, Series 65

Industry experience

2 years

About

Christopher Brockway is a financial advisor with First Command Advisory Services in Independence, MO, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked across several First Command entities and serves full time with the Missouri Air National Guard since 2014. Outside of his advisory role, Brockway owns and operates a regional race team, Chris Brockway Racing, competing in Missouri and Kansas. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led, face-to-face financial coaching and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management via in-house portfolio models.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management

Occupation focus

Based on First Command Advisory Services

Retired

Demographic focus

Based on First Command Advisory Services

Mid-Career Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%

Commissions

Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.

Other

Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.

Location

1125 N Simpson Dr, Ste H

Warrensburg, MO 64093

Most active in

Missouri

Work history

First Command Insurance Services

2024 - Present (2 years)

First Command Advisory Services

2024 - Present (2 years)

First Command Brokerage Services

2024 - Present (2 years)

First Command Financial Services

2023 - 2024 (1 year)

Missouri Air National Guard (full time)

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including roles at Edward Jones since 2013 and Fortitude Advisory Group since 2021. Outside of advising, Farr is the owner of two businesses, The Passport Inc. and Raiseway. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services using a combination of in-house management and third-party managers, with strategies ranging from buy-and-hold to shorter-term trading and access to alternative investments when appropriate.

Founder/Business Owner
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Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 designation and having three years of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as work outside the financial industry at SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for around 500 clients. The firm provides personalized financial planning and investment management to individuals, trusts, charitable organizations, and small businesses, using a strategic asset allocation framework with a tactical overlay.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired
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Anthony C

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Anthony Carter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has been with First Command and its affiliated entities since 2025. Prior to his current role, Carter worked in agriculture-related positions, including six years at Tyler Farms and three years at BK Farms. First Command serves a diverse client base that includes individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Andrea H

Series 66

Warrensburg, MO

Cetera

Andrea Houseworth is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has prior experience with Murdock Banner Financial Group LLC and Cetera Advisors LLC. Houseworth serves as an advisory board member for the University of Central Missouri Finance Department and participates in local military and community councils. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a mix of advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mackenzie V

CFP®, Series 66

Warrensburg, MO

Edward Jones

Mackenzie Valentine is a financial advisor at Edward Jones in Warrensburg, MO, holding CFP® and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, Mackenzie worked at LeCluyse Trenching Inc. and Kansas State University. Outside of advising, Mackenzie is the owner and operator of a single-family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John S

Series 63, Series 65

Warrensburg, MO

LPL Financial

John Sheehan is a financial advisor with LPL Financial in Warrensburg, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at First Command Financial Services and advisory services with Ic Advisory Services Inc and The Investment Center Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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