Evans, GA Allen Drive Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,026

Across 281 offices

Clients per advisor

111 Very 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

3015 Allen Drive

Evans GA 30809

Advisors at this office

10

Advisors at this office

user avatar

Kevin K

Series 66

Evans, GA

First Command Advisory Services

Kevin Knitter is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with various First Command entities since 2016. Outside of his advisory role, Knitter serves as a general board member for the Red Cross Military Outreach, contributing to local strategy development and resource relationships. 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, employing a centralized investment management team to design and monitor model portfolios using a range of mutual funds, ETFs, 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

Anthony C

Series 66

Evans, GA

First Command Advisory Services

Anthony Crawford is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and has served in the U.S. Army since 2004. 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 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

Marc T

Series 63, Series 66

Evans, GA

First Command Advisory Services

Marc Tuschen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with First Command in various capacities since 2018. Outside of his advisory role, he owns Tuschen & Associates, a business established for tax purposes related to managing expenses for his independent contractor activities. 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 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

Bryan T

Series 63, Series 65

Evans, GA

First Command Advisory Services

Bryan Tuschen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has longstanding roles with affiliated First Command entities beginning in 2011. Outside of his advisory work, Tuschen manages the Signal Corps Regimental Association and is involved in commercial real estate management through Tuschen Management Inc. 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 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
user avatar

Andrew H

Series 63, Series 65

Evans, GA

First Command Advisory Services

Andrew Helmich is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in diving instruction and related roles before joining First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

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

Stephen D

Series 65, Series 63

Evans, GA

First Command Advisory Services

Stephen Dorsey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He previously worked at Bank of America and Kelly Services before joining First Command. Outside of advising, he owns a business entity, Dorsey's First Command Advising LLC, which manages his commissions and related billing. First Command Advisory Services is an SEC-registered firm that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios and third-party managers, with investment selections made centrally through an internal Investment Management Team.

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

Jeffrey A

Series 63, Series 65

Evans, GA

First Command Advisory Services

Jeffrey Anderson is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various roles since 2011. Outside of his advisory work, he is the owner of JNAnderson, LLC. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios from approved funds 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

Benjamin L

Series 66

Evans, GA

First Command Advisory Services

Benjamin Lowe is a financial advisor with First Command Advisory Services in Evans, GA, holding a Series 66 designation and eight years of industry experience. He has worked across multiple affiliates of the First Command organization since 2017. Outside of finance, he is a professional musician involved in occasional recording sessions and live performances. First Command Advisory Services is an SEC-registered investment adviser 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 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

Sherleen U

Series 66

Evans, GA

First Command Advisory Services

Sherleen Udasco 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 various First Command entities since 2016, with additional experience at Aston Carter Inc. from 2022 to 2022. Sherleen is based in Evans, GA. 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 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

Sunara A

Series 63, Series 65

Evans, GA

First Command Advisory Services

Sunara Anderson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, she served in various roles within the Department of Defense and worked briefly at Edward Jones. 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 design and manage model portfolios.

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