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Travis Sterling Williams

Advisor at First Command Advisory Services — Saint Robert, MO Missouri Ave

Updated today

Credentials

Series 66

Experience

6 years

Location

St Robert, MO 65584

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,031

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

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

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Saint Robert, MO Missouri Ave

718 Missouri Ave

Saint Robert MO 65584

Advisors at this office

6

Most active in

Missouri · Texas

Work history

6 years of industry experience

First Command Insurance Services, Inc.

2020 - Present • 6 years

Fort Worth, TX

First Command Advisory Services, Inc.

2020 - Present • 6 years

Fort Worth, TX

First Command Financial Planning, Inc.

2020 - Present • 6 years

Fort Worth, TX

First Command Financial Planning, Inc.

2019 - 2020 • 1 year

Fort Worth, TX

Bosch

2017 - 2020 • 3 years

North Charleston, SC

Giant Cement

2016 - 2017 • 1 year

Harleyville, SC

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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Marylynn F

Series 65

Richland, MO

LifeSteps Financial

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Stock option exercise strategy Cash flow / budgeting
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Mary M

Series 65, Series 63

Saint Robert, MO

First Command Advisory Services

Mary Morrison is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and served in the U.S. Navy for several years prior to her financial services career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal investment management team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Mark V

Series 65, Series 63

Saint Robert, MO

First Command Advisory Services

Mark Verry is an advisor with First Command Advisory Services holding Series 65 and Series 63 designations. He has experience spanning a combined 4 years with First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services, and previously served 24 years in the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jamie C

Series 66

Saint Robert, MO

First Command Advisory Services

Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Michael H

Series 66

St Robert, MO

First Command Advisory Services

Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Howard A

Series 66

Saint Robert, MO

First Command Advisory Services

Howard Amaya is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has three years of industry experience, including prior work with First Command Insurance Services and First Command Brokerage Services. Before entering the financial services field, he served in the US Army for 20 years. Amaya is also the owner of Namah LLC, a business related solely to his activities at First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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