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Chloe Greer Rudningen

First Command Advisory Services

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About Chloe Greer Rudningen

Chloe Greer Rudningen is a financial advisor with First Command Advisory Services. Chloe has been working in the financial services industry since May 2021. Chloe holds Series 7, SIE and Series 66 licenses and is registered in Texas as a Registered Investment Advisor. Chloe has prior experience at eToro USA Securities Inc., MWA Financial Services Inc. and Modern Woodmen of America. Chloe has a focus on providing financial planning and portfolio management for individuals and specializes in working with high-net-worth individuals. Chloe is committed to helping her clients achieve their financial goals.

Firm Information

Chloe Rudningen 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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Chloe Rudningen’s Registration & Firm History

CA

10/26/2023 - Present

First Command Advisory Services (Rancho Mirage CA)

NJ

01/19/2022 - 03/20/2023

ETORO USA SECURITIES INC. (Hoboken NJ)

CA

12/18/2020 - 12/23/2021

MWA FINANCIAL SERVICES INC. (Palm Springs CA)

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Licenses & Designations

BOTH

Issued 06/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chloe Greer Rudningen.
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