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Travis Bowen

Advisor at First Command Advisory Services

Updated today

Location

Hinesville, GA 31313

Credentials

Series 66

Industry experience

4 years

About

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years before joining First Command in 2021. Bowen is also the CEO of T Bowen Consulting, LLC, a business used for payroll purposes. 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 recommendations, and insurance and banking product distribution. The firm emphasizes face-to-face financial coaching and structured, advisor-led planning relationships delivered through its Tailored Professional Services engagement and Asset Management Solutions programs.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management

Occupation focus

Based on First Command Advisory Services

Retired

Demographic focus

Based on First Command Advisory Services

Mid-Career Professionals

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Fee options

Percentage

$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

Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.

Other

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.

Location

110 Mlk Jr. Dr., 2 B

Hinesville, GA 31313

Most active in

Georgia · Texas

Work history

First Command Insurance Services

2021 - Present (5 years)

First Command Advisory Services

2021 - Present (5 years)

First Command Brokerage Services

2021 - Present (5 years)

First Command Brokerage Services, Inc.

2021 - 2021 (1 year)

US Army

1998 - 2021 (23 years)

Disclosures

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

Business activities & affiliations

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Len G

ChFC®, Series 63, Series 65

Hinesville, GA

Capital Investment Advisory Services, LLC

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including roles at ProEquities, Inc., and operating his own firm, Graddy & Associates Financial Group, since 1980. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing various analytical methods and regular portfolio reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Ralph K

Series 66

Hinesville, GA

First Command Advisory Services

Ralph Kauzlarich is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has worked with various entities within the First Command family since 2019 and previously was employed at APR Energy, LLC and Georgia Military College. Outside of his advisory role, he is president and COO of Kauz & Effect Consulting, LLC, through which he consults a law firm on a specific case. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured, ongoing financial coaching and portfolio management through its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Alexander S

Series 66

Hinesville, GA

First Command Advisory Services

Alexander Stewart is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with First Command in various capacities since 2021. Outside of his advisory role, Stewart serves as a Commander and Qualified Intelligence Officer with the Louisiana Army National Guard. First Command Advisory Services provides financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products to a diverse client base, including individual, high-net-worth, corporate, and charitable clients. The firm offers advisor-led planning relationships and structured financial coaching through its Tailored Professional Services engagement, alongside discretionary portfolio management via its Asset Management Solutions program.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Douglas O

Series 63, Series 65

Hinesville, GA

First Command Advisory Services

Douglas Overbey is a financial advisor with First Command Advisory Services in Richmond Hill, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. First Command 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 offers structured engagements with written financial plans, periodic reviews, and access to designated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Robert L

ChFC®, Series 66

Hinesville, GA

Edward Jones

Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen C

Series 63, Series 65

Ludowici, GA

OSAIC

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 16 years. He is also involved in owning an insurance brokerage and serves as a financial advisor for Centinel Financial Group. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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