Sophia Marie Nickelson
Investment adviser representative at First Command Advisory Services
6 yearsExperience
3 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 Services IncNov 2021 to now
- First Command Brokerage Services IncNov 2021 to now
- First Command Insurance Services IncNov 2021 to now
- First CommandJan 2021 to Nov 2021
- Jack the Dipper Ice CreamJul 2019 to Sep 2019
- Great Smoky Mountains RailroadSep 2018 to Nov 2021
- Sherefe Restaurant and GrillNov 2016 to Aug 2018
- Ymca of the SandhillsOct 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AL, PR, 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
- 7332064
- Firm CRD
- 281958