Colorado Springs, CO Kelly Johnson Blvd Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

4

Of 1,036 advisors across 280 offices

Location

1277 Kelly Johnson Blvd, Suite 260

Colorado Springs CO 80920

Advisors at this office

4

Advisors at this office

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Olivia F

CFP®, ChFC®, Series 66

Colorado Springs, CO

First Command Advisory Services

Olivia Forde is a financial advisor with First Command Advisory Services in Colorado Springs, CO. She holds the CFP®, ChFC®, and Series 66 designations and has 11 years of industry experience, all with First Command. Outside of her advisory role, she is involved as an investor in short-term rental properties. 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 centrally by its 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
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Gregory S

Series 65, Series 63

Colorado Springs, CO

First Command Advisory Services

Gregory Sloan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the Army National Guard for ten years before retiring from the Army. 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 comprehensive financial planning and various 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
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Gavin J

Series 65, Series 63

Colorado Springs, CO

First Command Advisory Services

Gavin Johnson is a financial advisor with First Command Advisory Services in Colorado Springs, CO. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Mobile Automotive Group and Watercress Car Wash. 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 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
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Alan B

CFP®, Series 63, Series 65

Colorado Springs, CO

First Command Advisory Services

Alan Bridges is a financial advisor with First Command Advisory Services in Colorado Springs, CO, holding the CFP® designation and Series 63 and 65 licenses. He has six years of industry experience, including roles at J.W. Cole Advisors and Pennica Financial Group. Outside of his advisory work, he serves as an Assistant Scoutmaster for Scouts BSA Boys Troop 268, a community role he has held for six years. First Command Advisory Services, Inc. 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 using a platform combining 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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