Savannah Renee Coltrain
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory ServicesJun 2024 to now
- First Command Insurance ServicesJun 2024 to now
- First Command Brokerage ServicesNov 2021 to now
- New Oklahoma InvestmentsSep 2022 to Mar 2023
- Backporch DrafthouseAug 2022 to Feb 2023
- Mike's Sports GrilleMar 2022 to Aug 2022
- Drg InvestmentsMar 2021 to Oct 2021
- BeztakDec 2019 to Feb 2021
- Soaring Eagle CasinoJul 2019 to Jan 2020
- IhopMay 2018 to Jul 2019
- MeijerAug 2017 to May 2018
- Consumers EnergyMay 2017 to Aug 2017
- UnemployedAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7462133
- Firm CRD
- 281958