Kevin W. Olson

FIRST COMMAND ADVISORY SERVICES

Fort Worth, TX 76109

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CRD#: 2461054

Professional summary

Kevin William Olson, who also goes by Kevin William Olson, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kevin has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin William Olson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin William Olson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2025 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

RIA

CRD#: 281958

Fort Worth, TX

Current

December 8, 2025 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

CRD#: 3641

Fort Worth, TX

Past

July 6, 2023 - October 31, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Westlake, TX

Past

July 6, 2023 - October 31, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

Past

August 26, 2022 - June 2, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MCKINNEY, TX

Past

August 26, 2022 - June 2, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MCKINNEY, TX

Past

February 7, 2022 - August 26, 2022

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

DALLAS, TX

Past

July 6, 2020 - August 26, 2022

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

January 22, 2008 - January 6, 2020

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

December 7, 2004 - January 11, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

October 21, 2004 - November 22, 2004

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

January 14, 2000 - May 25, 2004

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

February 18, 1999 - October 15, 1999

METLIFE INVESTORS SALES COMPANY

CRD#: 15950

OAKBROOK TERRACE, IL

Past

April 8, 1994 - February 11, 1999

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(12/8/2025)

IAR

Texas
(12/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/8/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/21/1995

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone number

(817) 731-8621

Established

Firm type

Fiscal year end

# of Employees

1,787

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCRIPTION OF SERVICES (12/26/2025)

WRAP PROGRAM BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts	113,591
AUM (Assets Under Management)	$ 24,429,418,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin W. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin William Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

DWS DISTRIBUTORS, INC.

METLIFE INVESTORS SALES COMPANY

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2021

Series 63

Date: 7/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/13/1997

Series 6

Date: 4/7/1994

Series 26

Date: 12/21/1995

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

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