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
Woodbridge, VA
Credentials
Series 63, Series 65
Industry experience
2 years
Kimberly Winters is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles in human resources, healthcare, and plant farming, as well as certification with the National Board for Certified Counselors. 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 structured 12-month engagements, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.
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.
Woodbridge, VA
Virginia
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)
First Command Brokerage Services, Inc.
2023 - 2024 (1 year)
Homemaker
2023 - 2023 (1 year)
Homemaker
2020 - 2023 (3 years)
Civilian Human Resources Office
2020 - 2020 (1 year)
Homemaker
2020 - 2020 (1 year)
Homemaker
2020 - 2020 (1 year)
National Board for Certified Counselor
2019 - 2020 (1 year)
Young's Plant Farm/Plant Kinetics, LLC
2017 - 2019 (2 years)
Ochsner Health System
2015 - 2017 (2 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.
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Series 66
Woodbridge, VA
Jade Financial LLC
CFP®, Series 66
La Plata, MD
Parker Financial, LLC
Series 63, Series 65
Alexandria, VA
Investment Initiatives, LLC
CFP®, Series 63, Series 65
Alexandria, VA
Mercantile Advisors, LLC
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