Stephen E. Widmer

FIRST COMMAND ADVISORY SERVICES

Phoenix, AZ

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CRD#: 4025420

Professional summary

Stephen Edwin Widmer Jr, who also goes by Stephen Edwin Widmer Jr, Stephen Edwin Widmer, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Phoenix, Arizona and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Stephen has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Aliases

Stephen Edwin Widmer Jr | Stephen Edwin Widmer

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 Stephen Edwin Widmer Jr'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

September 2, 2026 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Phoenix, AZ

Current

September 1, 2026 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

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

CRD#: 3641

FORT WORTH, TX

Past

August 13, 2025 - August 12, 2026

OSAIC INSTITUTIONS, INC.

CRD#: 35371

MERIDEN, CT

Past

August 1, 2023 - August 12, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

PHOENIX, AZ

Past

April 19, 2021 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

April 19, 2021 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

June 19, 2014 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

January 26, 2011 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 26, 2011 - August 12, 2026

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 10, 2006 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

May 12, 2004 - December 31, 2004

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

May 12, 2004 - December 31, 2004

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

May 12, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 26, 2000 - April 5, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, 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
(9/1/2026)

IAR

Texas
(9/2/2026)

Washington
(9/1/2026)

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: 3/10/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/2000

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: 2/16/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/8/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/28/2005

General Securities 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

Stephen E. Widmer

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Edwin Widmer Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

OSAIC INSTITUTIONS, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

TRIAD ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SPELMAN & CO., INC.

SENTRA SECURITIES CORPORATION

SUNAMERICA SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2006

Series 63

Date: 4/21/2000

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2000

Series 4

Date: 8/8/2016

Series 24

Date: 9/28/2005

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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