Ann Marie B. Cudzilo

FIRST COMMAND ADVISORY SERVICES

Oak Brook, IL 60523

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CRD#: 4647150

Professional summary

Ann Marie B Cudzilo, who also goes by Ann-marie Barbara Campion, Ann-marie Barbara Cudzilo, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Oak Brook, Illinois and FIRST COMMAND BROKERAGE SERVICES, INC. located in Oak Brook, Illinois.

Ann Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ann Marie has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ann-Marie Barbara Campion | Ann-Marie Barbara Cudzilo

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.

Name of the other business: Real Estate Investments Whether the business is investment-related: No Address of the other business: 275 Hillside Ave, Glen Ellyn, IL 60137; 344 May Ave, Glen Ellyn, IL 60137; 594 Glen Ellyn Place, Glen Ellyn, IL 60137 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: 01/01/07 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Collect Rent, arrange for repairs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Marie B Cudzilo'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

November 14, 2018 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 1900 Spring Road Ste 508, Oak Brook, IL 60523

RIA

CRD#: 281958

Oak Brook, IL

Current

October 17, 2018 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1900 Spring Road Suite 508, Oak Brook, IL 60523

CRD#: 3641

Oak Brook, IL

Past

January 4, 2017 - October 18, 2018

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

March 23, 2007 - January 4, 2017

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

CHICAGO, IL

Past

September 2, 2005 - October 10, 2006

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

ST. LOUIS, MO

Past

January 6, 2005 - September 2, 2005

FIRST COMMAND BANK

RIA

CRD#: 128851

FORT WORTH, TX

Past

March 27, 2003 - October 10, 2006

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

ST. LOUIS, MO

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

Illinois
(10/17/2018)

IAR

Illinois
(11/14/2018)

Indiana
(5/31/2024)

Michigan
(10/14/2020)

Wisconsin
(10/17/2018)

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 65

Date: 11/14/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/26/2003

Investment Company Products/Variable Contracts Representative 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

WRAP PROGRAM BROCHURE (10/30/2024)

DESCRIPTION OF SERVICES (10/30/2024)

Regulatory assets under management

Total Number of Accounts	110,166
AUM (Assets Under Management)	$ 22,090,760,499

Red Flags

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

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Ann Marie B. Cudzilo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Marie B Cudzilo's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

TRANSAMERICA CAPITAL, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2018

Series 63

Date: 4/14/2003

SIE

Date: 10/1/2018

Series 6

Date: 3/26/2003

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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