Chad Mikel Roberts
Investment adviser representative at First Command Advisory Services
30 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Chad Mikel Roberts? Claim your profile
Contact this firm
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
30 years in the industry.
- First Command Advisory ServicesMar 2021 to now
- First Command Advisor Services, IncJan 2021 to now
- First Command Brokerage Services, Inc.Jan 2021 to now
- First Command Insurance Services, Inc.Jan 2021 to now
- Edward JonesNov 2018 to Jan 2021
- United States Air ForceJan 1996 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7035232
- Firm CRD
- 281958