Holden Blake Kerns
Investment adviser representative at First Command Advisory Services
12 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
12 years in the industry.
- First Command Advisory ServicesJul 2024 to now
- First Command Insurance ServicesJul 2024 to now
- First Command Brokerage Services, IncAug 2023 to now
- HomemakingMay 2022 to Aug 2023
- Balfour BeattyJul 2021 to May 2022
- UpsMay 2021 to Jun 2021
- UnemployedJan 2021 to Jun 2021
- Vandenberg Afb GymOct 2020 to Jan 2021
- UnemployedJul 2020 to Oct 2020
- Black Cat Harley DavidsonDec 2018 to Jul 2020
- Hometown Harley Davidson/boneyard Harley DavidsonMay 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7800926
- Firm CRD
- 281958