Shalimar, FL 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
1120 N. Eglin Pkwy.
Shalimar FL 32579
Advisors at this office
11
Advisors at this office
Dionna C
Series 66
Shalimar, FL
First Command Advisory Services
Dionna Cole is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple First Command entities since 2017. In addition to her advisory role, she serves as an administrative assistant to a financial advisor while studying to become a Licensed Assistant Financial Advisor under his mentorship. 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.
Jeffery N
Series 66
Shalimar, FL
First Command Advisory Services
Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked six years at Pratt & Whitney. His career at First Command includes roles across advisory, 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Crystal M
Series 66
Shalimar, FL
First Command Advisory Services
Crystal Mc Leod is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has held various roles within First Command entities since 2008. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Marissa C
Series 66
Shalimar, FL
First Command Advisory Services
Marissa Cross is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, she served in the United States Air Force from 2015 to 2019. 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 to design and monitor model portfolios and select third-party managers within defined program constraints.
Christopher W
CFP®, Series 66
Shalimar, FL
First Command Advisory Services
Christopher Wilson is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Command Advisory Services since 2015 and previously worked at Rocky Bayou Country Club. Wilson holds the Series 66 designation. First Command Advisory Services, Inc. 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 and Wealth Portfolio Managers.
Ralph K
Series 66
Shalimar, FL
First Command Advisory Services
Ralph Kauzlarich is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for seven years. His prior experience includes roles at APR Energy, LLC and Georgia Military College. Outside of advising, he is president and COO of Kauz & Effect Consulting, LLC, a consulting business he founded that currently provides support to a law firm in a specific case. 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.
Cecil R
Series 66
Shalimar, FL
First Command Advisory Services
Cecil Redmon II is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience, including six years of service in the United States Air Force. His career has been focused entirely within various First Command entities since 2022. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios using mutual funds, ETFs, and third-party managers.
Frank P
Series 63, Series 65
Shalimar, FL
First Command Advisory Services
Frank Painter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with First Command in various capacities since 2002. 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 to manage discretionary portfolios using model portfolios and approved third-party managers.
Gustavo C
Series 63, Series 65
Shalimar, FL
First Command Advisory Services
Gustavo Corte is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background as a Master Sergeant in the US Air Force, where he served for 22 years. Outside of his advisory role, Gustavo owns and operates a seasonal Christmas light installation 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors portfolios using a platform-based approach.
Esteban V
Series 63, Series 65
Shalimar, FL
First Command Advisory Services
Esteban Vergara is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with First Command in various capacities since 2008. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized 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 portfolios from prescreened fund and manager universes.
Kelly C
Series 66
Shalimar, FL
First Command Advisory Services
Kelly Chizek is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked within various branches of First Command since 2019. Prior to her financial services career, she was employed by the Clark County and North Union Community School Districts. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.
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