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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Temple, TX
First Command Advisory Services
Enterprise
Steven Loos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has a background that includes nearly three decades in the U.S. Army and tenure at First Command-affiliated firms since 2018. Loos serves as a board member for the Knights of Columbus in Temple, TX. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using model portfolios and approved third-party managers.
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% $2,000,001+: 0.50%
Commissions apply for brokerage and insurance products through affiliated companies.
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.
Temple, TX
Temple TX
Advisors at this office
1
New Mexico · Texas
7 years of industry experience
First Command Insurance Services Inc
2019 - Present • 7 years
Fort Worth, TX
First Command Advisory Services Inc
2019 - Present • 7 years
Fort Worth, TX
First Command Financial Planning Inc
2019 - Present • 7 years
Fort Worth, TX
First Command Financial Planning, Inc.
2018 - 2019 • 1 year
Fort Worth, TX
Mantech
2018 - 2019 • 1 year
Killeen, TX
US Army
1991 - 2018 • 27 years
Aurora, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®
Temple, TX
Whisper Wealth Advisors LLC
Thomas Cooper is a CFP® and the principal of Whisper Wealth Advisors LLC with two years of experience in financial advising. He previously worked at Maxwell Locke & Ritter LLP for seven years and owns an accounting firm, Thomas Cooper CPA PLLC. Whisper Wealth Advisors LLC provides discretionary investment management and financial planning services, employing a combination of passive and active strategies focused on asset allocation. The firm uses both direct management and third-party model portfolios and offers flexible billing options including percentage-of-assets fees and project-based planning.
Series 63, Series 65
Belton, TX
Burr Financial Services, LLC
Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.
CFP®, Series 63
Salado, TX
The Personal Wealth Coach
Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.
CFP®, Series 63
Salado, TX
The Personal Wealth Coach
Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.
Series 63, Series 65
Salado, TX
The Personal Wealth Coach
Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.
Series 66, Series 65
Temple, TX
Journey Advisory Group, LLC
Kathryn Mcneely is a financial advisor with Journey Advisory Group, LLC in Temple, TX, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She has been affiliated with Lang Advisors, LLC since 2013 and is a member of Total Retirements, LLC, providing financial planning and investment management services. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to clients’ objectives and tax considerations, managing approximately $1.65 billion in assets with discretionary account management.
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