Arlington, VA 18th St S Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,033

Across 281 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

241 18th St S, Suite 303

Arlington VA 22202

Advisors at this office

10

Advisors at this office

user avatar

Ma. Jessica B

Series 66

Arlington, VA

First Command Advisory Services

Ma. Jessica Bellota is a financial advisor at First Command Advisory Services with a Series 66 credential and three years of industry experience. Prior to joining First Command, she served as president and board member of Togetech, Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion. In that role, she provided oversight and ensured regulatory compliance. First Command Advisory Services 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
user avatar

Garrett M

CFP®, ChFC®, Series 66

Arlington, VA

First Command Advisory Services

Garrett Masterson is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various related First Command entities since 2020. Prior to his current role, he was employed at BAE Systems and attended Colorado State University. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing discretionary portfolio management and 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

Kadri E

Series 63, Series 65

Arlington, VA

First Command Advisory Services

Kadri Emini is a financial advisor at First Command Advisory Services with one year of industry experience. They hold Series 63 and Series 65 credentials and have worked within various First Command entities since 2024. Prior to entering the advisory field, Kadri was involved with Auto Salloni 01 for ten years. 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 featuring 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

Gregory C

Series 65, Series 63

Arlington, VA

First Command Advisory Services

Gregory Curtin is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been involved in local soccer organizations and performance training. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

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

Ivan B

Series 65, Series 63

Arlington, VA

First Command Advisory Services

Ivan Brown Jr. is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with several affiliated firms, including First Command Insurance Services and Blue Sky Capital Management. He is the owner of Blackwing Financial Holding Corporation, an S corporation used to support business operations related to his work at First Command. 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 that selects and monitors approved 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

Lloyd P

Series 63, Series 65

Arlington, VA

First Command Advisory Services

Lloyd Prudent is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with First Command-affiliated firms since 2005. 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 a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

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

John C

CFP®, Series 63, Series 65

Arlington, VA

First Command Advisory Services

John Cermak is a CFP® professional with 36 years of industry experience, currently serving at First Command Advisory Services since 2015. He has held positions at related First Command entities since 1989. 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, using a centralized Investment Management Team to design and manage portfolios from prescreened managers and approved investment options.

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

Alan B

ChFC®, Series 66

Arlington, VA

First Command Advisory Services

Alan Bisenieks is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and has been with First Command advisory and affiliated companies since 2015. First Command Advisory Services 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 manage portfolios from approved managers and model portfolios.

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

Michael H

CFP®, Series 63, Series 65

Arlington, VA

First Command Advisory Services

Michael Hohenstein is a CFP® professional with 15 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within various entities of First Command since 2011. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm provides 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
user avatar

Rachel R

Series 66

Arlington, VA

First Command Advisory Services

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. 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 provides financial planning and multiple wrap-fee asset management programs, using an Investment Management Team to design and manage model portfolios with discretionary authority granted by clients.

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