Auror, CO Office
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First Command Advisory Services
Enterprise
Firm-wide stats for First Command Advisory Services
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
Based on First Command Advisory Services
Location
3033 S Parker Rd, Suite 400
Auror CO 80014
Advisors at this office
4
Advisors at this office
Kevin H
CFP®, Series 63, Series 65
Aurora, CO
First Command Advisory Services
Kevin Hollis is a CFP®-certified financial advisor with 32 years of experience, currently with First Command Advisory Services since 2015. He has worked extensively within the First Command organization since 1994. 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.
Thomas B
Series 66
Aurora, CO
First Command Advisory Services
Thomas Beuerman is a Series 66 licensed advisor with First Command Advisory Services in Aurora, CO, bringing seven years of industry experience. Prior to his advisory role, he served 11 years with the United States Navy and currently holds an officer position in the US Navy Reserves. Outside of his financial advisory work, he owns and operates a business called HouseBuyingTom and manages TB Advisory Group LLC, which supports his First Command activities. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, 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 centralized investment management teams to oversee model portfolios and third-party managers within a discretionary framework.
Angela S
Series 66
Auror, CO
First Command Advisory Services
Angela Stowell is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at several related First Command entities since 2017. Stowell also served in the Colorado Army National Guard for ten years. In addition to her advisory role, she owns and operates Angela Stowell LLC, a business tied to her work as a financial advisor. 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, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.
Devin S
Series 66
Aurora, CO
First Command Advisory Services
Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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