Scott A Heevner
Investment adviser representative at First Command Advisory Services
13 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Scott A Heevner? Claim your profile
Contact this firm
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
13 years in the industry.
- First Command Advisory ServicesJun 2017 to now
- First Command Insurance Services, IncMay 2017 to now
- Principal Life Ins CoAug 2013 to May 2017
- Princor Financial Services CorpAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 2768070
- Firm CRD
- 281958