Casey Joseph Ash
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services , IncFeb 2023 to now
- First Command Brokerage Services, IncFeb 2023 to now
- First Command Insurance Services , IncFeb 2023 to now
- First Command Brokerage Service IncNov 2022 to Feb 2023
- Nexa Mortgage, LLCOct 2022 to Feb 2023
- Nfm LendingMay 2021 to Oct 2022
- Revolution MortgageJan 2021 to May 2021
- Caliber Home LoansAug 2020 to Dec 2020
- Car ToysOct 2019 to Jan 2020
- Premier RoofingMay 2019 to Aug 2020
- UberJan 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7662464
- Firm CRD
- 281958