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Tracy Ann Heichelbech

First Command Advisory Services

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About Tracy Ann Heichelbech

Tracy Ann Heichelbech is a financial advisor with First Command Advisory Services. Tracy has been in the financial services industry since 2005 and is licensed in multiple states. Tracy specializes in providing financial advice to individuals and families. First Command Advisory Services is a financial advisory firm that provides a variety of financial planning and investment services. The firm has been in business since 1958 and has a strong reputation for providing quality financial advice.

Firm Information

Tracy Heichelbech 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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Tracy Heichelbech’s Registration & Firm History

MD

12/15/2015 - Present

First Command Advisory Services (Rockville MD)

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Licenses & Designations

IA

Issued 08/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Ann Heichelbech.
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