Michael Tanner Ivey
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services, Inc.Feb 2026 to now
- First Command Insurance Services, Inc.Feb 2026 to now
- First Command Brokerage Services, Inc.Oct 2025 to now
- Honda Manufacturing of AmericaAug 2022 to Sep 2025
- Winston Trailers ManufacturingMar 2022 to Jul 2022
- Pacific Wholesale MortgageJan 2022 to Apr 2022
- National GypsumDec 2019 to Dec 2021
- Crunch FitnessAug 2019 to Nov 2019
- Two Men and a TruckJan 2019 to Aug 2019
- University of AlabamaAug 2018 to Dec 2018
- Winston Trailers ManufacturingMay 2018 to Aug 2018
- Two Men and a TruckMay 2017 to Aug 2017
- University of AlabamaAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AL, MS, 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
- 7991637
- Firm CRD
- 281958