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Mark Tipmongkol

Advisor at First Command Advisory Services

Updated today

Location

Huntington, IN

Credentials

Series 66

Industry experience

2 years

About

Mark Tipmongkol is a Series 66-licensed financial advisor with First Command Advisory Services, bringing two years of industry experience. He also works as a Senior Systems Engineer at NewBridge Partners, where he develops technical requirements and documentation for advanced space systems. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products through a vertically integrated platform. The firm emphasizes advisor-led planning relationships and structured 12-month engagements with tailored financial coaching and model portfolio management.

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

Huntington, IN

Most active in

Indiana · Virginia

Work history

First Command Insurance Services, Inc.

2023 - Present (3 years)

First Command Advisory Services, Inc.

2023 - Present (3 years)

First Command Brokerage Services, Inc.

2023 - Present (3 years)

First Command Brokerage Services

2023 - 2023 (1 year)

NewBridge Partners

2019 - Present (7 years)

SAIC

2015 - 2019 (4 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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Luke M

Series 63, Series 65

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Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, offers discretionary portfolio management, and customizes portfolios for socially responsible objectives.

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ChFC®, Series 63, Series 65

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Roanoke, IN

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Scott A

Series 66

Huntington, IN

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Adam H

Series 66

Huntington, IN

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Adam Harris is a financial advisor with Edward Jones in Huntington, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent time at LPL Financial, LLC and Lincoln Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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