Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About First Command Financial Services
First Command has served U.S. military families since 1958 and says it coaches more than 300,000 of them. Its companies include a broker-dealer, an investment adviser, an insurance agency and First Command Bank.
Services Offered
First Command provides face-to-face financial coaching and planning, investment products and advisory services, insurance, and banking, built around the realities of military life, such as deployment and relocation.
Leadership
Mark Steffe, CEO.
First Command Financial Services in the News
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Aug. 2026
First Command ranked No. 2 for fee-based revenue mix in Financial Planning's IBD Elite 2026 study, with fees at 82.2% of total revenue.
Source: Financial Planning (IBD Elite 2026 PDF) -
Recent
Barbara Dugas-Patterson, a former JPMorgan Chase and Citi executive, was named president and CEO of First Command Bank.
Source: First Command
Verify First Command Financial Services on FINRA BrokerCheck
Before working with any advisor affiliated with First Command Financial Services, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.