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Dionna Ann Cole

Investment adviser representative at First Command Advisory Services
16 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

16 years in the industry.

  1. First Command Advisory Services, Inc.Apr 2022 to now
  2. First Command Brokerage Services, Inc.Jun 2021 to now
  3. First Command Insurance Services, Inc.Aug 2020 to now
  4. Unemployed Military Pcs Move From Raf Lakenheath To Eielson AfbJun 2019 to Oct 2020
  5. Stay At Home MomOct 2018 to Jun 2019
  6. Emma Blaker, District Financial Advisor First CommandOct 2017 to Sep 2018
  7. Unemployed - Stay At Home MotherJan 2010 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
4943119
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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