Corey M. Lessmann
Professional summary
Corey Marlin Lessmann is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Gulf Breeze, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Pensacola, Florida.
Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Corey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corey Marlin Lessmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 180 North Palafox Street, Pensacola, FL 32502February 16, 2011 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 180 North Palafox Street, Pensacola, FL 32502August 19, 2009 - January 20, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
July 13, 2004 - March 9, 2006
NYLIFE SECURITIES LLC
April 17, 2001 - June 28, 2004
THRIVENT INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2019)
(10/11/2023)
(7/10/2023)
(12/19/2023)
(12/19/2023)
(8/29/2022)
(1/24/2024)
(8/29/2022)
(1/9/2025)
(8/29/2022)
(12/19/2023)
(12/19/2023)
(12/19/2023)
(5/23/2025)
(12/19/2023)
(4/1/2025)
(5/9/2025)
(8/21/2025)
(12/19/2023)
(12/19/2023)
(1/2/2024)
(8/29/2022)
(8/29/2022)
(8/29/2022)
(8/29/2022)
(12/19/2023)
Exams
FINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
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.
