Kelly Gorreck
Investment adviser representative at First Command Advisory Services
14 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
14 years in the industry.
- First Command Advisory Services, Inc.Nov 2018 to now
- First Command Financial Planning, IncNov 2018 to now
- First Command Insurance Services, Inc.Nov 2018 to now
- First CommandJun 2018 to Nov 2018
- Dhpc TechnologiesSep 2017 to Dec 2018
- UnemployedOct 2004 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6967929
- Firm CRD
- 281958