Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Colorado Springs, CO 80920
Credentials
Series 63, Series 65
Industry experience
2 years
Gregory Sloan is a financial advisor with First Command Advisory Services in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served ten years with the Army National Guard and retired from the Army in 2023. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements tailored to individual client needs.
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.
1277 Kelly Johnson Blvd Suite 260
Colorado Springs, CO 80920
Colorado
First Command Insurance Services , Inc
2024 - Present (2 years)
First Command Advisory Services , Inc
2024 - Present (2 years)
First Command Brokerage Services, Inc
2024 - Present (2 years)
First Command Brokerage Services, Inc.
2024 - 2024 (1 year)
Retired from Army
2023 - 2024 (1 year)
Army National Guard
2013 - 2023 (10 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 65
Colorado Springs, CO
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