Kasey Linn Mitchell
Investment adviser representative at First Command Advisory Services
11 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
11 years in the industry.
- First Command Advisory Services, IncApr 2020 to now
- First Command Brokerage Services IncApr 2020 to now
- First Command Insurance Services, IncApr 2020 to now
- First Command Financial PlanningSep 2019 to now
- Berkshire Hathaway Homeservices Showcase PropertiesMar 2018 to Dec 2019
- R. Bruce Hall, Attorney At Law, LLCApr 2017 to Mar 2018
- UnemployedJan 2017 to Apr 2017
- Marine Corps Community Services - AccountingSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7174032
- Firm CRD
- 281958