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Alan John Wesenberg

First Command Advisory Services

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About Alan John Wesenberg

Alan John Wesenberg is a financial advisor at First Command Advisory Services. Alan has been in the financial services industry for over 10 years and holds Series 6, 7, and 63 licenses. Alan is a Registered Representative and Investment Advisor Representative in Colorado and Texas. Alan specializes in providing financial planning and portfolio management for individuals and families. Alan's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Alan works with clients to develop a comprehensive financial plan that meets their individual needs and goals. Alan is committed to providing his clients with personalized service and guidance.

Firm Information

Alan Wesenberg is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Wesenberg’s Registration & Firm History

CO

06/08/2017 - Present

First Command Advisory Services (Colorado Springs CO)

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Licenses & Designations

BC

Issued 04/22/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan John Wesenberg.
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