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Kimberly Lee Fuchs

Investment adviser representative at First Command Advisory Services
12 yearsExperience
2 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

12 years in the industry.

  1. First Command Advisory Services, IncJan 2022 to now
  2. First Command Insurance Services, Inc.Jan 2022 to now
  3. First Command Brokerage Services, Inc.Jun 2021 to now
  4. Bluewater Federal SolutionsApr 2021 to Jan 2022
  5. Global Resource SolutionsJun 2017 to Mar 2021
  6. Morgan Borszcz ConsultingJun 2014 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (FL, PR).

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
7393342
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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