Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Cheyenne, WY 82009
Credentials
Series 66
Industry experience
5 years
James Hoefs is a Series 66-licensed financial advisor with First Command Advisory Services in Cheyenne, WY, bringing five years of industry experience. Prior to his advisory role, he served 23 years with the Colorado Air National Guard and is a retired USAF member. Hoefs holds a volunteer position as secretary on the board of the COANG Legacy Foundation, a nonprofit supporting the Colorado Air National Guard. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions.
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.
137 Kornegay Court
Cheyenne, WY 82009
Wyoming
First Command Insurance Services, Inc.
2020 - Present (6 years)
First Command Advisory Services, Inc.
2020 - Present (6 years)
First Command Brokerage Services Inc
2020 - Present (6 years)
First Command Financial Planning, Inc.
2020 - 2020 (1 year)
USAF Retired
2020 - 2020 (1 year)
USAF - Colordo Air National Guard
1996 - 2019 (23 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
Cheyenne, WY
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