Elizabeth Gerhart Nicolette
Investment adviser representative at First Command Advisory Services
3 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
3 years in the industry.
- First Command Advisory ServicesApr 2017 to now
- First Command Financial Planning , IncApr 2017 to now
- First Command Insurance Services Inc.Apr 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2017
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
- Wells Fargo Bank, NAMar 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (SC, TN).
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
- 6627173
- Firm CRD
- 281958