Stephen David Thaeler
Investment adviser representative at First Command Advisory Services
25 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
25 years in the industry.
- Weber State University Mba ProgramAug 2023 to now
- First Command Advisory ServicesDec 2015 to now
- First Command Financial Services, IncMay 2001 to now
- First Command Financial Planning, Inc.Mar 2001 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 4369372
- Firm CRD
- 281958