A complete list of active advisors currently associated with First Command Advisory Services

Warmer can help you find a great advisor at First Command Advisory Services or one who fits your needs even better.

First Command Advisory Services is an SEC‑registered investment adviser that serves a broad mix of individual (including high‑net‑worth and non‑HNW) and corporate clients through a large national advisor force; it reports approximately $24.3 billion in discretionary assets under management and delivers financial planning, portfolio management and wrap‑fee advisory programs. The firm provides both complimentary planning for certain active‑duty service members and a paid, tailored planning option, and clients can access brokerage, insurance, and banking products through its affiliated firms. The firm emphasizes a disciplined, long‑term approach with in‑person financial coaching and model‑based portfolio management overseen by an in‑house Investment Management Team; its advisory offerings include ETF‑based Foundations models, a Select program that mixes active and passive funds, a Premier Income separately managed fixed‑income model using third‑party managers, and an Elite unified managed account that leverages Envestnet and offers tax‑ and values‑overlay options. Accounts are managed on a discretionary basis by Wealth Portfolio Managers or the IMT, with ongoing monitoring, rebalancing, and proxy voting delegated to a third‑party (Glass Lewis) in accordance with the firm’s proxy policy. What distinguishes First Command from many large peers is its integration with affiliated financial firms—First Command Brokerage Services, First Command Insurance Services, and First Command Bank—which creates an uncommon banking affiliation and results in consolidated custody and product distribution arrangements, legal custody disclosures, and a negotiated clearing relationship with Pershing that includes fee waivers and account‑consolidation incentives. The firm discloses these economic ties and related conflicts of interest and describes supervisory, compliance and governance measures (including the IMT, WPM oversight, and disclosure practices) intended to mitigate those conflicts.

To learn more about the advisors currently working at First Command Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.