Shauna Lynn Mitchell
Investment adviser representative at First Command Advisory Services
13 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
13 years in the industry.
- First Command Advisory Services, IncJun 2021 to now
- First Command Brokerage Services, IncJun 2021 to now
- First Command Insurance Services, IncJun 2021 to now
- First CommandNov 2020 to Jun 2021
- HomemakingJul 2020 to Nov 2020
- United States Postal ServiceApr 2020 to Jul 2020
- Unites States Postal ServiceNov 2019 to Jan 2020
- Seasonal AdventuresOct 2018 to Dec 2018
- Clark County School DistrictAug 2018 to May 2019
- Nevada Army National GuardJun 2014 to Jun 2020
- University of Nevada, Las VegasAug 2013 to May 2019
- Party CityMay 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7313719
- Firm CRD
- 281958