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Gretchen Oaksmith Butler

First Command Advisory Services

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About Gretchen Oaksmith Butler

Gretchen Oaksmith Butler is a financial advisor with First Command Advisory Services. Gretchen has been in the financial services industry since 2004 and has a wide range of experience in helping individuals and families achieve their financial goals. Gretchen holds Series 6, 63, and 65 securities licenses and is registered to provide investment advisory services in 19 states. Gretchen is committed to providing her clients with personalized financial advice and guidance. She is also active in the community, serving as the treasurer for the Virginia Tech Alumni Association - Annapolis Chapter.

Firm Information

Gretchen Butler 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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Gretchen Butler’s Registration & Firm History

MD

08/25/2017 - Present

First Command Advisory Services (Annapolix MD)

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Licenses & Designations

IA

Issued 08/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Oaksmith Butler.
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