user avatar

Keri Finkenbinder

Advisor at First Command Advisory Services

Updated today
First Command Advisory Services logo

Firm

First Command Advisory Services

Location

Lithia, FL

Credentials

Series 63, Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management

Fee options

Commissions

Commissions apply to brokerage and insurance products purchased through affiliates

Other

Minimum fee: Between $750 and $6,000 per 12-month term for Tailored Professional Services (TPS)

Work history

First Command Investment Advisory Services, Inc.

2025 - Present (1 year)

First Command Brokerage Services, Inc.

2025 - Present (1 year)

First Command Insurance Services, Inc.

2025 - Present (1 year)

Kennedy Park Wealth Management

2021 - 2025 (4 years)

Turtle Nest Planning

2019 - 2021 (2 years)

Turtle Nest Planning

2016 - 2019 (3 years)

RLJones LLC

2013 - 2016 (3 years)

Disclosures

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

Business activities & affiliations

Jonathan H

CFP®, Series 63, Series 66

Riverview, FL

Fidelity

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

Wealth management Active portfolio management Parents

Sean A

Series 66

Wimauma, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner

Maureen A

CFP®, Series 66

Riverview, FL

Fidelity

Maureen Atieno is a Financial Consultant at Fidelity Investments, a role she has held since 2022. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2022. Before joining Fidelity, Maureen served as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on providing clients with relevant tools and proactive guidance to help them gain and maintain confidence in their financial ecosystem. She positions herself as an accountability partner committed to supporting clients in achieving their financial goals while allowing them to focus on what matters most in their lives. Outside of her professional work, Maureen has interests in fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Cash flow / budgeting Debt management Parents

Gary W

Series 66

Lakeland, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management

Laura L

CFP®, Series 66

Lakeland, FL

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner

Natalie M

Series 63, Series 66

Riverview, FL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer
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")