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William Eldridge

Advisor at First Command Advisory Services

Updated today

Location

Halstead, KS

Credentials

Series 63, Series 65

Industry experience

11 years

About

William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.

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

Halstead, KS

Most active in

Kansas · Texas

Work history

First Command Financial Planning, Inc.

2019 - Present (7 years)

First command Insurance Services, Inc

2019 - Present (7 years)

First Command Advisory Services

2019 - Present (7 years)

Unemployed

2019 - 2019 (1 year)

First Command Advisory Services

2015 - 2019 (4 years)

First command Insurance Services, Inc

2014 - 2019 (5 years)

First Command Financial Planning, Inc.

2014 - 2019 (5 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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John M

CFP®, Series 65

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Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Charles Z

CFP®, PFS™, Series 65, Series 66

Valley Center, KS

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Charles Zimmerman is a financial advisor with Strategic Asset Management, LLC in Park City, Kansas, holding CFP® and PFS™ designations along with Series 65 and Series 66 licenses. He has 17 years of industry experience and has worked at firms including Merrill Lynch and Bank of America. He is also involved in a family-held corporation, Prizim Inc., which leases computer hardware to his former CPA firm and for which he provides occasional technical assistance. Strategic Asset Management, LLC offers investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on a long-term, asset-allocation approach using diversified, passively managed portfolios, and integrates advisory services with affiliated accounting expertise.

Wealth management Passive / index investing Annuities Retirement income strategy
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Series 63, Series 65

Buhler, KS

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Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
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Steven N

Series 63, Series 65

Newton, KS

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Steven Nikkel is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Outside of his advisory role, he serves as treasurer and board member of church planning committees, where he helps distribute funds and researches new potential church congregations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nathaniel H

Series 66

Newton, KS

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Series 66

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College savings (529s, UTMA, etc.) Family Business Multi-generational wealth transfer Passive / index investing Wealth management Founder/Business Owner Newlywed/Engaged
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