Mark Stutz
Investment adviser representative at First Command Advisory Services
11 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
11 years in the industry.
- First Command Advisory ServicesSep 2025 to now
- First CommandSep 2025 to now
- Mark Stutz FitnessSep 2025 to now
- Cuso Financial Services, LPMar 2024 to Aug 2025
- Cadaret Grant & Co., Inc.Oct 2023 to Mar 2024
- UnemployedSep 2023 to Oct 2023
- E*trade Capital Management LLCJun 2019 to Aug 2023
- E*trade Securities LLCJun 2019 to Aug 2023
- LPL Financial LLCFeb 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5984602
- Firm CRD
- 281958