Cassandra Rose O'dea
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 Services, Inc.Jun 2025 to now
- First Command Insurance Services, Inc.Jun 2025 to now
- First Command Brokerage Services, Inc.Dec 2024 to now
- Christopher ChurchillFeb 2023 to Jun 2025
- Kitsap Mental Health ServicesJul 2021 to Dec 2022
- Matt DignanJan 2021 to Jun 2021
- UnemployedAug 2020 to Dec 2020
- Catholic Community ServicesJan 2020 to Jul 2020
- Western Montana Mental Health CenterJul 2017 to Dec 2019
- Watson's Children's ShelterNov 2016 to Dec 2019
- Lolo Elementary SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7700831
- Firm CRD
- 281958