Donald Burklew
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services, Inc.Jan 2026 to now
- First Command Insurance Services, Inc.Jan 2026 to now
- First Command Brokerage Services, Inc.Nov 2025 to now
- UnemployedOct 2024 to Oct 2025
- MoiiDec 2019 to Sep 2024
- UnemployedAug 2019 to Nov 2019
- George Mason UniversitySep 2017 to Jul 2019
- MantechJun 2017 to Sep 2017
- Mary Washington UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8186288
- Firm CRD
- 281958