Sean Obrien
Investment adviser representative at First Command Advisory Services
35 yearsExperience
1 stateRegistered 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
35 years in the industry.
- First Command Advisory ServicesMar 2025 to now
- First Command Brokerage Services, Inc.Feb 2025 to now
- Kestra Advisory Services, LLCFeb 2023 to Jan 2025
- Kestra Investment Services, LLCFeb 2023 to Jan 2025
- Symonds Wealth ManagementApr 2020 to Feb 2023
- Principal Securities IncMar 2016 to Feb 2023
- Principal Mutual Life Ins Co.Jan 1991 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 2247157
- Firm CRD
- 281958