Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lucerne, MO
Credentials
Series 63, Series 65
Industry experience
21 years
Curtis Ross is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2004. Outside of his advisory role, he is a partner in Pony Express Advisors, LLC, a First Command district partnership. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that features financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured 12-month planning engagements and uses an in-house team to manage discretionary asset management portfolios based on fundamental analysis and modern portfolio theory.
Based on First Command Advisory Services
$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 apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
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.
Lucerne, MO
Kansas · Missouri · Texas
First Command Advisory Services
2015 - Present (11 years)
First Command Financial Services, Inc.
2004 - Present (22 years)
First Command Financial Planning
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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