user avatar

Francis Desimone

Advisor at First Command Advisory Services

Updated today

Location

Sierra Vista, AZ 85635

Credentials

Series 63, Series 65

Industry experience

1 year

About

Francis Desimone is a financial advisor with First Command Advisory Services in Sierra Vista, AZ, holding Series 63 and Series 65 licenses and having one year of industry experience. He has a military background, serving in the United States Army from 2015 to 2024 and currently holds a role as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner of Desimone Family Financial Services, a sole proprietorship. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a focus on face-to-face financial coaching and model portfolio management by an in-house investment team.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management

Occupation focus

Based on First Command Advisory Services

Retired

Demographic focus

Based on First Command Advisory Services

Mid-Career Professionals

Fee options

Percentage

$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

Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.

Other

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.

Location

333 W. Wilcox Dr, Suite 102

Sierra Vista, AZ 85635

Most active in

Arizona

Work history

Desimone Family Financial Services

2025 - Present (1 year)

First Command Advisory Services , Inc

2024 - Present (2 years)

First Command Insurance Services , Inc.

2024 - Present (2 years)

First Command Brokerage Services, Inc

2024 - Present (2 years)

Arizona National Guard

2024 - Present (2 years)

First Command Brokerage Services, Inc.

2024 - 2024 (1 year)

United States Army

2021 - 2024 (3 years)

United States Army

2018 - 2021 (3 years)

United States Army

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Dallen H

CFP®, Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Dallen Haws is a CFP® with seven years of industry experience and is the principal at Haws Financial Planning LLC. He also manages Stronghold Steel, a rebar supply and fabrication company, where he oversees cash flow and job management. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, and estate planning. The firm emphasizes a passive investment approach using index funds and ETFs while incorporating various analytical methods and offers both discretionary portfolio management and standalone planning engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Gen Z (Born 1996-2010)
user avatar

Darren H

Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Darren Haws is a financial advisor at Haws Financial Planning LLC in Sierra Vista, AZ, holding a Series 65 designation with six years of industry experience. He has worked at a government agency since 2008. Outside of advising, he has ownership in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, estate planning, and related topics. The firm emphasizes passive management using index funds and ETFs, supplemented by various analytical approaches, and offers both discretionary portfolio management and standalone planning engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Gen Z (Born 1996-2010)
user avatar

Alexander K

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he served in the Department of Defense for 14 years and has also worked as a self-employed professional and graduate student. He is a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management solutions with a mix of firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Andrew K

Series 65, Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Tait W

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Tait Wilcox is a Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., based in Sierra Vista, AZ, and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for 19 years and also spent time at Cochise College. He serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista, contributing to local development and zoning policies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, including high-net-worth clients, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Landon S

CFP®, Series 63

Sierra Vista, AZ

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Military & Veterans Financial Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")