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Nicole Lee marie Guimonds

Investment adviser representative at First Command Advisory Services
12 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

12 years in the industry.

  1. First Command Advisory ServicesApr 2025 to now
  2. First Command Financial PlanningApr 2025 to now
  3. First Command Insurance ServicesApr 2025 to now
  4. Stirlingshire InvestmentsJul 2024 to Apr 2025
  5. Fisher InvestmentsApr 2021 to Jun 2024
  6. UnemployedDec 2020 to Apr 2021
  7. Citizens Securities, Inc.Dec 2018 to Dec 2020
  8. Edward JonesMay 2014 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2014
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

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

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
6333392
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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