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John William Shafer

Investment adviser representative at First Command Advisory Services
27 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

27 years in the industry.

  1. First Command Advisory Services, Inc.Feb 2026 to now
  2. First Command Brokerage Services, Inc.Feb 2026 to now
  3. First Command Insurance Services, Inc.Feb 2026 to now
  4. First Command Brokerage Service IncJan 2026 to Feb 2026
  5. LPL EnterpriseFeb 2025 to Jan 2026
  6. National Indemnity CompanyOct 2021 to Feb 2025
  7. CostcoAug 2021 to Oct 2021
  8. Cabela's/bass Pro ShopFeb 2021 to Aug 2021
  9. UnemployedNov 2020 to Feb 2021
  10. United Postal ServiceAug 2018 to Nov 2020
  11. UnemployedAug 2017 to Aug 2018
  12. Amigo's/king's ClassicDec 2016 to Aug 2017
  13. UnemployedApr 1999 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NE).

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
8022929
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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