Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Saint Robert, MO 65584
Credentials
Series 63, Series 65
Industry experience
< 1 year
Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations. He has been with First Command Brokerage Services Inc. since 2024 and also serves in the United States Army. First Command serves a broad mix of individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management models, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes ongoing, advisor-led planning relationships and offers a structured Tailored Professional Services engagement for individual clients.
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.
718 Missouri Ave
Saint Robert, MO 65584
Missouri
First Command Brokerage Services Inc.
2024 - Present (2 years)
United States Army
2002 - Present (24 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
Richland, MO
LifeSteps Financial
Series 66
Saint Robert, MO
First Command Advisory Services
Series 66
St Robert, MO
First Command Advisory Services
Series 66
Saint Robert, MO
First Command Advisory Services
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
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