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David A Strauss

Advisor at First Command Advisory Services — Radcliff, KY N. Wilson Rd

Updated today

Credentials

Series 66

Experience

5 years

Location

Radcliff, KY 40160

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,034

Across 278 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

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 Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young 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% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Radcliff, KY N. Wilson Rd

1003 N. Wilson Rd, Ste B

Radcliff KY 40160

Advisors at this office

4

Most active in

Kentucky · Texas

Work history

5 years of industry experience

First Command Advisory Services Inc

2021 - Present • 5 years

Fort Worth, TX

First Command Insurance Services Inc

2021 - Present • 5 years

Fort Worth, TX

First Command Brokerage Services

2021 - Present • 5 years

Fort Worth, TX

First Command Financial Services

2021 - 2021 • 1 year

Fort Worth, TX

US Army

2020 - 2022 • 2 years

Fort Knox, KY

US Army

2019 - 2020 • 1 year

Doral, FL

US Army

2018 - 2019 • 1 year

Islamabad

US Army

2016 - 2018 • 2 years

Suffolk, VA

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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Paul C

Series 63, Series 65

Brandenburg, KY

Corley Capital LLC

Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

General retirement planning Educators, Teachers, and Academics Parents
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Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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