Papillion, NE Charleston Dr. Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,034

Across 280 offices

Clients per advisor

110 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

1716 Charleston Dr.

Papillion NE 68133

Advisors at this office

13

Advisors at this office

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Grant G

Series 66

Papillion, NE

First Command Advisory Services

Grant Gotschall is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds a Series 66 designation and has worked at various firms, including Mutual of Omaha and Raymond James Financial Services. Outside of advisory work, he owns a single-family rental property. 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 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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Rachel W

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Rachel Witt is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has six years of industry experience, with previous roles at Principal Financial Services, Charles Schwab, TD Ameritrade, and Fidelity National Title Insurance. Witt also worked at the Omaha School of Music and Dance for two 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 multiple wrap-fee asset management programs that utilize model portfolios managed by an internal 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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Kevin S

Series 66

Papillion, NE

First Command Advisory Services

Kevin Schmidt is a Series 66-licensed financial advisor with nine years of experience at First Command Advisory Services in Papillion, NE. Prior to his advisory career, he served eight years in the US Navy. Outside of his financial work, he is involved as a soccer referee with the Nebraska Referee Development Program, a nonprofit organization. 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 various 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
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Nathan R

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Nathan Rachwitz is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 2009. Outside of his advisory work, he is involved with the Bellevue Swim Club and Immanuel Lutheran Church. 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, 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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Scott C

Series 66

Papilllion, NE

First Command Advisory Services

Scott Carlson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked across multiple related entities within First Command since 2020. Prior to joining First Command, he spent four years employed by the State of Nebraska. 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 managed through a centralized Investment Management Team that selects 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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David L

CFP®, ChFC®, Series 66

Papillion, NE

First Command Advisory Services

David Lammert is a CFP®, ChFC®, and Series 66-registered financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning since 2016. Prior to his financial career, he served seven years in the United States Army. Outside of his primary advisory role, he is the president of Live Free Financial Planning LLC. 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 and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

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

Series 66

Papillion, NE

First Command Advisory Services

Erin Lammert is a financial advisor with First Command Advisory Services in Papillion, NE, holding a Series 66 designation and nine years of industry experience. Prior to her advisory roles, she served seven years in the United States Army. She is also treasurer and co-owner of Live Free Financial Planning LLC, a non-investment-related 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

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

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Kathryn Jensen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Prior to joining First Command, she served in the U.S. Army and worked at Sanford Health. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty military and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects 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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Omar N

Series 66

Papillion, NE

First Command Advisory Services

Omar Nurse is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and served 24 years in the United States Air Force before joining First Command in 2020. He is also the owner of Squared Away Financial LLC. 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 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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Joel D

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Joel Dighans is a financial advisor with First Command Advisory Services in Papillion, NE, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with First Command Advisory Services since 2015 and associated with related First Command entities since 2011. He is also the owner of Joel Dighans, LLC, a separate business he has operated since 2023. 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 through an Investment Management Team and Wealth Portfolio Managers using a predefined selection 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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Shannon T

Series 66

Papillion, NE

First Command Advisory Services

Shannon Tabor is a Series 66–licensed financial advisor with First Command Advisory Services, based in Papillion, NE. He has three years of industry experience and served 25 years in the United States Air Force prior to his current role. 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 who select and monitor model portfolios using approved 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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Benjamin M

Series 63, Series 65

Papillion, NE

First Command Advisory Services

Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, NE. He holds Series 63 and Series 65 licenses and began his financial services career in 2025. Prior to joining the industry, he served four years in the United States Marine Corps. 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 a range of wrap-fee asset management programs designed and managed by centralized investment teams.

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

Series 66

Papillion, NE

First Command Advisory Services

John Shafer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2026. Prior to that, he was employed at LPL Enterprise and National Indemnity Company. 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 provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios from approved investment options.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
View complete list of advisors at this office
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