Garrett Masterson
Investment adviser representative at First Command Advisory Services
8 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$24.4BFirm assets
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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.Jun 2020 to now
- First Command Brokerage Services, Inc.Jun 2020 to now
- First Command Insurance Services, Inc.Jun 2020 to now
- First Command Financial Planning, Inc.Jan 2020 to Jun 2020
- UnemployedJun 2019 to Dec 2019
- Colorado State UniversitySep 2014 to May 2019
- Bae SystemsMay 2012 to Mar 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7213472
- Firm CRD
- 281958