Leif Vanhala
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.
- First Command Advisory ServicesFeb 2023 to now
- First Command Brokerage ServicesJun 2022 to now
- Fidelity InvestmentsAug 2021 to Jun 2022
- UnemployedJan 2021 to Aug 2021
- SunproSep 2020 to Jan 2021
- Sustainable Resource CenterJul 2019 to Jul 2020
- Center for Energy and EnvironmentMay 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7426870
- Firm CRD
- 281958