Kevin James Schmidt
Investment adviser representative at First Command Advisory Services
8 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
8 years in the industry.
- First Command Advisory Services, Inc.Sep 2017 to now
- First Command Financial Planning, Inc.Sep 2017 to now
- First Command Insurance Services, Inc.Sep 2017 to now
- First Command Financial Services, Inc.Jun 2017 to Sep 2017
- US NavyDec 2009 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 6825391
- Firm CRD
- 281958