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
Huntington, IN
Credentials
Series 66
Industry experience
2 years
Mark Tipmongkol is a Series 66-licensed financial advisor with First Command Advisory Services, bringing two years of industry experience. He also works as a Senior Systems Engineer at NewBridge Partners, where he develops technical requirements and documentation for advanced space systems. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products through a vertically integrated platform. The firm emphasizes advisor-led planning relationships and structured 12-month engagements with tailored financial coaching and model portfolio management.
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.
Huntington, IN
Indiana · Virginia
First Command Insurance Services, Inc.
2023 - Present (3 years)
First Command Advisory Services, Inc.
2023 - Present (3 years)
First Command Brokerage Services, Inc.
2023 - Present (3 years)
First Command Brokerage Services
2023 - 2023 (1 year)
NewBridge Partners
2019 - Present (7 years)
SAIC
2015 - 2019 (4 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.
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