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Wesley Alan Mlcak

First Command Advisory Services

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About Wesley Alan Mlcak

Wesley Alan Mlcak is a financial advisor who is registered with First Command Advisory Services and has been in the industry since 2003. Wesley Alan Mlcak is a CERTIFIED FINANCIAL PLANNER™ professional. His specialties include retirement planning, education planning, and estate planning. Wesley Alan Mlcak is registered in Arkansas, Maryland, Montana and Texas. His offices are located in San Antonio and Fort Worth, Texas.

Firm Information

Wesley Mlcak 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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Wesley Mlcak’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (San Antonio TX)

PA

10/16/2002 - 01/06/2003

NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)

MI

09/27/1993 - 12/01/1995

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

02/22/1993 - 09/28/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/18/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Alan Mlcak.
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