William Cole Sager
Investment adviser representative at First Command Advisory Services
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- First Command Advisory ServicesApr 2018 to now
- First Command Financial Planning, Inc.Mar 2018 to now
- Self EmployedSep 2017 to Mar 2018
- Global Retirement Partners, LLCMay 2016 to Aug 2017
- LPL Financial, LLCMay 2016 to Aug 2017
- Frenkel Benefits, LLCApr 2016 to Aug 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 66 · Uniform Combined State Law2016
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
- 5043386
- Firm CRD
- 281958