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Brian Richard Baldus

First Command Advisory Services

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About Brian Richard Baldus

Brian Baldus is a financial advisor with First Command Advisory Services in Saint Marys, GA. Brian has been in the financial industry since 2023. Brian has a Series 63, Series 65 and Series 6TO license. Brian has a total of 3 years of experience in the securities industry and 3 years of experience in the investment advisory industry. Brian is registered with the state of Georgia, Florida and Connecticut. First Command Advisory Services specializes in financial planning and portfolio management for individuals. They are a large firm with over $10 billion in assets under management.

Firm Information

Brian Baldus 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 Baldus’s Registration & Firm History

GA

04/24/2024 - Present

First Command Advisory Services (Saint Marys GA)

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Licenses & Designations

IA

Issued 04/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Richard Baldus.
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