Columbus, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
471 E Braod St, Suite 1115
Columbus OH 43215
Advisors at this office
4
Advisors at this office
Sean T
ChFC®, Series 63, Series 65
Columbus, OH
First Command Advisory Services
Sean Tuttle is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2008. He is also the president of Sean A Tuttle Financial, an S Corporation associated with his advisory 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 offers financial planning and multiple wrap-fee asset management programs managed through centralized investment teams and emphasizes in-person financial coaching.
Davon C
Series 63, Series 65
Columbus, OH
First Command Advisory Services
Davon Calloway is a financial advisor with First Command Advisory Services in Columbus, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at multiple First Command entities along with prior work at Uber and several financial service firms. Outside of advisory work, he owns and operates Guiding Generations LLC as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.
Karen L
Series 66
Columbus, OH
First Command Advisory Services
Karen Loomis is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding a Series 66 designation and four years of industry experience. Prior to her current roles at First Command, she worked at NexFinancial Analytikos and the Defense Information Systems Agency. She is the owner of RBL Capital Company, an S-Corp supporting her independent contractor position at First Command, and serves as a trustee for her parents. 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, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers using approved model portfolios and third-party managers.
David C
Series 63, Series 65
Columbus, OH
First Command Advisory Services
David Cortez is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding Series 63 and Series 65 designations and having two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. 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 and Wealth Portfolio Managers using model portfolios and third-party managers from approved lists.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)