Karen Wilson Twitty
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 ServicesJan 2021 to now
- First Command Brokerage ServicesJan 2021 to now
- First Command Insurance ServicesJan 2021 to now
- First Command Financial ServicesAug 2020 to Jan 2021
- Department of Defense Education ActivityNov 2018 to Jun 2020
- HomemakerJun 2018 to Nov 2018
- Moline District 40 Wilson Middle SchoolAug 2016 to Jun 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
- 7290142
- Firm CRD
- 281958