Holly Renee Beyer
Investment adviser representative at First Command Advisory Services
6 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
6 years in the industry.
- First Command Advisory ServicesAug 2020 to now
- First Command Insurance ServicesAug 2020 to now
- First Command Financial Planning, Inc.Apr 2020 to now
- New River YmcaMar 2020 to Jun 2020
- Self-employedJan 2020 to Jun 2020
- The Dayton Daily News / Cox Media GroupJun 2018 to Dec 2019
- The Learning Commons BgsuAug 2017 to May 2018
- Gatehouse Media / Columbus DispatchMay 2017 to Aug 2017
- Bowling Green State University / Bg Falcon MediaAug 2015 to May 2018
- Bowling Green State UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7248296
- Firm CRD
- 281958