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Kevin David Hollis

Investment adviser representative at First Command Advisory Services
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.4BFirm assets

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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

32 years in the industry.

  1. First Command Advisory ServicesDec 2015 to now
  2. First Command Financial Planning, Inc.Jan 1994 to now
  3. First Command Financial Services, IncJan 1994 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
2452949
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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