Kari Lynn Wolfe
Investment adviser representative at First Command Advisory Services
11 yearsExperience
3 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
11 years in the industry.
- First Command Advisory ServicesJan 2024 to now
- First Command Insurance ServicesJan 2024 to now
- First Command Brokerage ServicesMar 2023 to now
- Old NavyNov 2018 to Feb 2021
- TargetOct 2017 to Nov 2017
- TargetOct 2016 to Dec 2016
- US Air ForceMay 2015 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, 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
- 7709331
- Firm CRD
- 281958