Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Anacortes, WA 98221
Credentials
Series 66
Industry experience
3 years
Sasha Bollman is a Series 66 licensed financial advisor with First Command Advisory Services, based in Anacortes, WA, and has three years of industry experience. Prior to joining First Command, Bollman served in the US Navy and has involvement as a limited partner in CD Heritage El Cajon, LLC, a real estate development investment entity. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform including financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside in-house managed investment portfolios.
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.
317 Commercial Avenue, Suite 100
Anacortes, WA 98221
Texas · Washington
CD Heritage El Cajon, LLC
2023 - Present (3 years)
First Command Advisory Services , Inc
2023 - Present (3 years)
First Command Insurance Services , Inc
2023 - Present (3 years)
First Command Brokerage Services, Inc
2023 - Present (3 years)
First Command Financial Services
2023 - 2023 (1 year)
VFA-27 Royal Maces, US Navy
2021 - 2022 (1 year)
Navy-Marine Corps Relief Society Iwakuni
2020 - 2022 (2 years)
Unemployed
2019 - 2022 (3 years)
Naval Postgraduate School, US Navy
2017 - 2019 (2 years)
Bernardus Lodge & Spa
2016 - 2019 (3 years)
Johns Hopkins University
2012 - 2016 (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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First Command Advisory Services
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