Saint Robert, MO Missouri Ave 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
718 Missouri Ave
Saint Robert MO 65584
Advisors at this office
6
Advisors at this office
Mary M
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Mary Morrison is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and a prior background serving nine years in the U.S. Navy. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to 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.
Mark V
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has recently transitioned from a 24-year career in the United States Army to the financial services industry and has been with First Command in various roles since 2024. 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, leveraging centralized portfolio management and a disciplined manager selection process within an employee-owned structure.
Travis W
Series 66
St Robert, MO
First Command Advisory Services
Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.
Michael H
Series 66
St Robert, MO
First Command Advisory Services
Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. 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 manage model portfolios.
Howard A
Series 66
Saint Robert, MO
First Command Advisory Services
Howard Amaya is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has three years of industry experience, including prior work with First Command Insurance Services and First Command Brokerage Services. Before entering the financial services field, he served in the US Army for 20 years. Amaya is also the owner of Namah LLC, a business related solely to his activities at First Command. 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 various wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.
Robyn M
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Robyn Messineo Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, Robyn served in the United States Army for 20 years and has also worked in education and with DoorDash. 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 provides financial planning and a range of wrap-fee asset management programs built on model portfolios managed by a centralized Investment Management Team.
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