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Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked for eight years. His career includes roles at First Command Insurance Services and First Command Financial Planning. In addition to his advisory work, he has been involved with the Indian Summer Golf and Country Club for ten years. 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 multi-tiered wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, employing model portfolios constructed from approved mutual funds, ETFs, 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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Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. 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 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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