Steven Schlegel
Investment adviser representative at First Command Advisory Services
17 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- First Command Advisory Services, IncJun 2026 to now
- First Command Brokerage Services, IncJun 2026 to now
- UnemployedJun 2026 to Jun 2026
- Hornor, Townsend & Kent, LLCMar 2026 to Jun 2026
- Commonwealth Financial NetworkJul 2024 to Mar 2026
- Krueger Financial ServicesJul 2024 to Mar 2026
- OsaicFeb 2024 to Jul 2024
- UnemployedSep 2023 to Feb 2024
- Sagepoint Financial, IncJan 2009 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210096
- Firm CRD
- 281958