Taylor Marie Gaudlitz
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services , IncJan 2022 to now
- First Command Insurance Services , IncJan 2022 to now
- First Command Brokerage Services, IncApr 2020 to now
- InstacartApr 2019 to now
- Park West ApartmentsOct 2018 to Oct 2019
- Cockrell Butterfly Center At Houston Museum of NaturalMay 2018 to Aug 2020
- Texas A&m Agrilife ExtensionOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7250364
- Firm CRD
- 281958