Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Halstead, KS
Credentials
Series 63, Series 65
Industry experience
11 years
William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.
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.
Halstead, KS
Kansas · Texas
First Command Financial Planning, Inc.
2019 - Present (7 years)
First command Insurance Services, Inc
2019 - Present (7 years)
First Command Advisory Services
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
First Command Advisory Services
2015 - 2019 (4 years)
First command Insurance Services, Inc
2014 - 2019 (5 years)
First Command Financial Planning, Inc.
2014 - 2019 (5 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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NWF Advisory Services Inc
Series 63, Series 65
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Cetera
Series 66
Newton, KS
LPL Financial
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