James Robert Hoefs
Investment adviser representative at First Command Advisory Services
24 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you James Robert Hoefs? 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
24 years in the industry.
- First Command Advisory Services, Inc.Sep 2020 to now
- First Command Brokerage Services IncSep 2020 to now
- First Command Insurance Services, Inc.Sep 2020 to now
- First Command Financial Planning, Inc.Apr 2020 to Sep 2020
- Usaf RetiredJan 2020 to Apr 2020
- Usaf - Colordo Air National GuardNov 1996 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 7253304
- Firm CRD
- 281958