Christopher Peter Montz
Investment adviser representative at First Command Advisory Services
36 yearsExperience
3 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Christopher Peter Montz? Claim your profile
Contact this firm
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
36 years in the industry.
- First Command Advisory Services, IncFeb 2024 to now
- First Command Insurance Services, IncFeb 2024 to now
- First Command Brokerage Services, IncMay 2023 to now
- UnemployedJan 2023 to May 2023
- US Air Force / Louisiana Air National GuardFeb 1990 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, 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
- 7660319
- Firm CRD
- 281958