Alan Wesenberg is a registered investment advisor at First Command Advisory Services, based in Colorado Springs, CO, with 11 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
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Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
605 Wooten Rd, Ste 130, Colorado Springs, CO, 80915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
State Registrations24 states
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