Keri L Finkenbinder
Investment adviser representative at First Command Advisory Services
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- First Command Brokerage Services, Inc.Jun 2025 to now
- First Command Insurance Services, Inc.Jun 2025 to now
- First Command Investment Advisory Services, Inc.Jun 2025 to now
- First Command Advisory ServicesMar 2025 to now
- Kennedy Park Wealth ManagementMar 2021 to Jun 2025
- Turtle Nest PlanningJun 2016 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5340426
- Firm CRD
- 281958