Anchorage, AK A St Office

Team
Updated today
First Command Advisory Services logo

First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

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

First Command Advisory Services, Inc. is an SEC‑registered investment adviser that serves individuals, corporate and charitable clients and has a long-standing focus on active‑duty service members and their families. It offers financial planning (including complimentary planning for certain service members and a paid Tailored Professional Services option) and multiple wrap‑fee asset management programs — Partners, Foundations, Select, Premier Income, and Elite — covering model portfolios built from mutual funds, ETFs, separately managed fixed‑income accounts, unified managed accounts and third‑party managed sleeves.

The firm delivers investment management through a centralized Investment Management Team (IMT) and Wealth Portfolio Managers who design, monitor and rebalance Model Portfolios and select third‑party managers from prescreened lists; clients grant FCAS discretionary authority under an Investment Management Agreement for ongoing implementation. FCAS uses Envestnet’s platform for portfolio administration and Pershing for custody and execution, and maintains program features such as Fund Partner‑specific Models (Partners uses Fidelity, Franklin Templeton, Invesco and BlackRock) and passively focused ETF Models in Foundations.

A distinctive operational feature is that clients generally do not choose independent external advisers to manage assets in the firm’s advisory programs — manager and sleeve selections are made by the IMT/WPM from approved universes and third‑party managers must be IMT‑approved. Other noteworthy aspects include the firm’s employee‑ownership structure, its emphasis on in‑person financial coaching, and program constraints (e.g., fund‑partner or platform share‑class limitations) that can restrict the choice of funds or outside adviser involvement compared with some peers.

Based on First Command Advisory Services

Expertise

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

Based on First Command Advisory Services

Occupation focus

Self-Employed

Based on First Command Advisory Services

Demographic focus

Young Professionals

Based on First Command Advisory Services

Location

3000 A St, Suite 400

Anchorage AK 99503

Advisors at this office

5

Advisors at this office

user avatar

Dave M

Series 66

Anchorage, AK

First Command Advisory Services

Dave Mendez is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing eight years of industry experience. Prior to joining First Command, he served 30 years in the United States Air Force. He is also the sole agent of MGM HighFlyers LLC, an entity formed to run the District in Montgomery, Alabama. 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, delivering investment management through a centralized team and emphasizing in-person financial coaching.

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

Mitchell G

Series 63, Series 65

Anchorage, AK

First Command Advisory Services

Mitchell Glasser is a financial advisor with First Command Advisory Services in Anchorage, AK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Advisory Services Network LLC, TD Ameritrade, and Scottrade. Outside of his advisory work, he has served as a fitness instructor at The Alaska Club since 2022. 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 provides financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by an internal 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
user avatar

Lance P

Series 66

Anchorage, AK

First Command Advisory Services

Lance Penhale is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with First Command and its affiliates since 2015. Outside of advising, he owns and manages a small portfolio of residential real estate for vacation and long-term rentals, including properties in the Philippines and Hawaii. 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 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.

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

Erik B

ChFC®, Series 66

Anchorage, AK

First Command Advisory Services

Erik Bruce is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Bruce has worked with First Command affiliated firms since 2014. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios through a discretionary investment process.

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

Connor W

Series 63, Series 65

Anchorage, AK

First Command Advisory Services

Connor Wilson is an advisor with First Command Advisory Services in Anchorage, AK. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his advisory roles, he served 10 years in the U.S. Air Force. 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 provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios and a centralized investment management team, emphasizing discretionary manager selections and in-person financial coaching.

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