Morgan Andregg
Investment adviser representative at First Command Advisory Services
14 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
14 years in the industry.
- First Command Advisory Services, Inc.Apr 2022 to now
- First Command Brokerage Services, Inc.Apr 2022 to now
- First Command Insurance Services, Inc.Apr 2022 to now
- First Command Brokerage Service IncSep 2021 to Apr 2022
- University of Washington TacomaSep 2019 to Jun 2021
- Defiance Law PllcJul 2019 to Jan 2022
- Washington Army National GuardFeb 2019 to Sep 2020
- Spring Hill Suites By Marriott CoralvilleAug 2018 to Dec 2018
- University of IowaAug 2018 to Dec 2018
- Upper Iowa UniversityAug 2017 to May 2018
- Iowa Army National GuardDec 2016 to Jan 2019
- UnemployedJan 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, WA).
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
- 7448817
- Firm CRD
- 281958