Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Command Advisory Services
Location
Great Falls, MT 59401
Credentials
Series 66
Industry experience
2 years
Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Davidson Investment Advisors and Wells Fargo. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching and portfolio management through its Tailored Professional Services and Asset Management Solutions programs.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
410 Central Avenue, Suite 522
Great Falls, MT 59401
Montana
First Command Insurance Services, Inc
2025 - Present (1 year)
First Command Advisory Services, Inc.
2025 - Present (1 year)
First Command Brokerage Services, Inc.
2025 - Present (1 year)
First Command Brokerage Services, INC
2025 - 2025 (1 year)
Davidson Investment Advisors
2021 - 2025 (4 years)
Wells Fargo
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Series 63, Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
CFP®
Great Falls, MT
Interactive Financial Advisors
Series 65
Great Falls, MT
Investment Management Group
Series 63, Series 65
Great Falls, MT
Verus Capital Partners, LLC
Series 63, Series 65
Great Falls, MT
Sequent Planning, LLC
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