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Brian Malicha Kiefer

First Command Advisory Services

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About Brian Malicha Kiefer

Brian Kiefer is a financial advisor with First Command Advisory Services. Brian has been working in the financial services industry since December 2017. Brian is registered with FINRA and the state of Texas. Brian holds the Series 7, Series 66 and Series 26 licenses. Brian is also registered as an investment advisor representative in Virginia. Brian's focus is on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Brian specializes in helping clients achieve their financial goals.

Firm Information

Brian Kiefer 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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Brian Kiefer’s Registration & Firm History

TX

09/27/2023 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 04/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Malicha Kiefer.
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