Montgomery, AL Berryhill Road Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

6

Of 1,036 advisors across 281 offices

Location

1930 Berryhill Road

Montgomery AL 36117

Advisors at this office

6

Advisors at this office

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Nathan M

CFP®, ChFC®, Series 66

Montgomery, AL

First Command Advisory Services

Nathan Maynard is a CFP® and ChFC® credentialed advisor with eight years of industry experience, currently serving at First Command Advisory Services in Montgomery, AL. His prior work includes roles at Edward Jones and State Farm Insurance. He owns Maynard Financial, LLC, an entity established to manage income and expenses related to his position as District Advisor. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular 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
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Christopher M

Series 66

Montgomery, AL

First Command Advisory Services

Christopher Mc Keen is a financial advisor with First Command Advisory Services in Montgomery, AL, holding a Series 66 credential and four years of industry experience. He previously served 26 years in the United States Air Force before joining First Command in 2021. Mc Keen is also the owner of McKeen Financial LLC, which he uses to employ his staff. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

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

Series 63, Series 65

Montgomery, AL

First Command Advisory Services

Keith Henderson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and beginning his advisory career in 2026. Prior to joining First Command, he served in the U.S. Navy for 28 years. 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 wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and 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
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Andrew F

Series 66

Montgomery, AL

First Command Advisory Services

Andrew Fitch is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has been with First Command in various capacities since 2016. Outside of his advisory work, he owns a small non-investment-related business in Wetumpka, Alabama. 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 wrap-fee asset management programs using model portfolios 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
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Kenneth L

Series 63, Series 66

Montgomery, AL

First Command Advisory Services

Kenneth Laneaux is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Edward Jones. Laneaux has also served as an agent selling non-securities insurance products for AGIA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs with model portfolios managed centrally by an 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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Stephanie A

Series 63, Series 65

Montgomery, AL

First Command Advisory Services

Stephanie Ames is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and multiple First Command entities. Ames also operated Stephanie Ames Financial Coaching in 2019. First Command Advisory Services, Inc. serves 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 by a centralized Investment Management Team 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
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