Scott Klaas
Investment adviser representative at First Command Advisory Services
7 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
7 years in the industry.
- First Command Advisory ServicesJun 2023 to now
- First Command Insurance ServicesJun 2023 to now
- First Command Brokerage ServicesMar 2023 to now
- St Wendelin's Croft FarmDec 2020 to now
- UnemployedJan 2023 to Mar 2023
- Catholic Diocese of Madison Foundation, Inc.Jan 2020 to Dec 2022
- Mission Command Training Program, United States ArmyJul 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 7707352
- Firm CRD
- 281958