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William Lee Bartels

First Command Advisory Services

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About William Lee Bartels

William Lee Bartels is a financial advisor with First Command Advisory Services. William has been in the financial services industry since February 2007. William is registered with the state of Texas as an Investment Advisor Representative and also holds several securities registrations, including Series 6, 7, and 66. William's professional experience includes working at First Command Financial Planning Inc. and First Command Advisory Services. William's firm, First Command Advisory Services, is a fee-only advisory firm that specializes in financial planning and investment management for individuals and businesses.

Firm Information

William Bartels 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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William Bartels’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 10/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Lee Bartels.
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