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Kelsey Elise Segawa

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.

  1. First Command Insurance ServicesApr 2022 to now
  2. First Command Advisory ServicesMar 2022 to now
  3. First Command Brokerage ServicesNov 2021 to now
  4. United States Air ForceDec 2018 to May 2022
  5. United States Air ForceJan 2017 to Nov 2018
  6. The Washington Institute for Near East PolicyOct 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
7462498
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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