Oklahoma City, OK SE 67th St 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
5604 SE 67th St
Oklahoma City OK 73135
Advisors at this office
11
Advisors at this office
Gary C
Series 66
Oklahoma City, OK
First Command Advisory Services
Gary Chitwood is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served 20 years in the United States Air Force. In addition to his advisory work, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. 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 multiple wrap‑fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Matthew B
CFP®, Series 66
Oklahoma City, OK
First Command Advisory Services
Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Christopher M
Series 63, Series 65
Oklahoma City, OK
First Command Advisory Services
Christopher Moore is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 credentials. He has experience spanning several roles since 2018, including self-employment and service in the US Air Force. Outside of his advisory work, he has been involved in Mockingbird Homes as a self-employed venture since 2018. 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, utilizing a centralized investment management approach with a range of model portfolios and third-party managers.
Jerry B
Series 63, Series 65
Oklahoma City, OK
First Command Advisory Services
Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First Command Insurance Services and Brokerage Services as well as 15 years at TriCorps Security. He has served in the Oklahoma Air National Guard since 2003. 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.
Alexander F
Series 66
Oklahoma City, OK
First Command Advisory Services
Alexander Frank is a financial advisor with First Command Advisory Services in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and work with the Oklahoma Tax Commission. 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 managed by a centralized Investment Management Team.
Dylan B
Series 66
Oklahoma City, OK
First Command Advisory Services
Dylan Ball is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 license and five years of industry experience. He has served in the Air National Guard since 2017 and previously worked with the Marine Corps Reserve and Santa Fe Family Life Center. Outside of his advisory role, he operates a YouTube channel focused on men's style, fitness, and self-development. 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.
Samuel M
Series 66
Oklahoma City, OK
First Command Advisory Services
Samuel Mann is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and six years of industry experience. He previously served in the US Army from 2013 to 2020 and has been with First Command in various roles since 2020, including positions in insurance and brokerage services. 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.
Jeffrey W
ChFC®, Series 63, Series 65
Oklahoma City, OK
First Command Advisory Services
Jeffrey Wallace is a ChFC® credentialed financial advisor with over 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2004. He serves as an advisory board member for the Pheasant Pointe Home Owner's Association. 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, utilizing a centralized Investment Management Team to design and manage model portfolios from approved fund universes and third-party managers.
Jason K
Series 66
Oklahoma City, OK
First Command Advisory Services
Jason Kirk is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he served in the United States Army for 27 years. 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, utilizing a centralized Investment Management Team to design and manage model portfolios through a structured and discretionary approach.
Christian Y
Series 66
Oklahoma City, OK
First Command Advisory Services
Christian Yates is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Edward Jones and Bank of America, as well as Merrill Lynch. 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, using a centralized Investment Management Team to design and manage model portfolios.
Alan B
Series 66
Oklahoma City, OK
First Command Advisory Services
Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.
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