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Ralph B

Series 63, Series 65

Fairfax, VA

First Command Advisory Services

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ieshia Landrum is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her advisory role, she served 21 years in the United States Army and subsequently worked with the Department of Veterans Affairs for one year. 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 managed by a centralized investment team and wealth portfolio managers, utilizing model portfolios and third-party managers selected 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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Steven Z

Series 63, Series 65

Sumter, SC

First Command Advisory Services

Steven Ziegler is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory career, he served 20 years in the U.S. Air Force. Outside of work, he pursues woodworking as a hobby, occasionally creating custom projects for compensation. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor 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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Kyle P

Series 65, Series 63

Aiea, HI

First Command Advisory Services

Kyle Phillips is a financial advisor with First Command Advisory Services in Aiea, HI. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Army from 2020 to 2024. First Command Advisory Services 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 offers financial planning and wrap-fee asset management programs featuring centralized portfolio management and an employee-ownership structure.

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

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 licenses. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers within a structured, employee-owned platform.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Teri Schweiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked with various First Command entities since 2014, including Brokerage Services, Insurance Services, Financial Planning, and Advisory Services. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, utilizing in-house portfolio management and a centralized Investment Management Team to select approved 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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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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Ruben C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ruben Camacho is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he co-owns and manages residential rental properties. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor 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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Frank W

CFP®, ChFC®, Series 63, Series 65

Woodbridge, VA

First Command Advisory Services

Frank Wheeler is a CFP® and ChFC® with 13 years of industry experience. He has worked at First Command Advisory Services and its affiliated entities since 2013. Outside of his advisory role, he is the member and manager of Financial Insights, LLC, a business he owns. First Command Advisory Services, Inc. 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 managed by a centralized 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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Christopher M

Series 66

Montgomery, AL

First Command Advisory Services

Christopher Mc Keen is a financial advisor with First Command Advisory Services in Montgomery, AL, holding a Series 66 credential and four years of industry experience. He previously served 26 years in the United States Air Force before joining First Command in 2021. Mc Keen is also the owner of McKeen Financial LLC, which he uses to employ his staff. First Command Advisory Services 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 offers comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

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

Series 66

Clinton Township, MI

First Command Advisory Services

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services 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 offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sean Ferreiro is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to design and manage model portfolios through approved 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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Gian M

Series 66

Fort Worth, TX

First Command Advisory Services

Gian Motta is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. His background includes roles at First Command Insurance Services, First Command Brokerage Services, and Vectrus. 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, managed centrally by an Investment Management Team and Wealth Portfolio Managers who select preapproved managers and construct 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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Dionna C

Series 66

Shalimar, FL

First Command Advisory Services

Dionna Cole is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple First Command entities since 2017. In addition to her advisory role, she serves as an administrative assistant to a financial advisor while studying to become a Licensed Assistant Financial Advisor under his mentorship. 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 various wrap-fee asset management programs managed by a centralized 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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Elizabeth M

Series 66

Colorado Springs, CO

First Command Advisory Services

Elizabeth Mc Kiernan is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2018. Outside of her advisory work, she is an owner and financial investor in a local ice cream shop in Colorado Springs. 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 managed through a centralized 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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William R

CFP®, Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

William Reuter Jr. is a CFP® professional with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. He also volunteers as a Certified Volunteer with the AARP Tax-Aide Foundation, assisting senior citizens and low-income families with federal and Maryland state tax preparation. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, particularly active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs with investment decisions made 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
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Christine M

Series 66

Enterprise, AL

First Command Advisory Services

Christine Meitzler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with First Command entities since 2018, following a thirteen-year tenure in the education sector. 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 offers financial planning and various wrap-fee asset management programs managed through a centralized 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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Nicholas P

Series 63, Series 65

Saint Augustine, FL

First Command Advisory Services

Nicholas Poe is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. He is also the owner of Nick Poe & Associates, LLC, an investment-related business used to support his First Command practice. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through a centralized investment team.

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

Series 66

Quantico, VA

First Command Advisory Services

Elizabeth Cosden is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She has worked at multiple affiliated entities within the First Command group since 2022. Outside of her advisory role, she has been involved with The Winery at Bull Run. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized 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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Matthew B

CFP®, Series 66

Oklahoma City, OK

First Command Advisory Services

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, 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, utilizing a centralized Investment Management Team to select and monitor 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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