MA
Matthew R. Anderson
FIRST COMMAND ADVISORY SERVICES
Shawnee, KS 66217
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CRD#: 7320859
MA
Professional summary
Matthew Reid Anderson is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Shawnee, Kansas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Shawnee, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) Name of the other business: Matt Anderson Financial Consulting LLC ; Whether the business is investment-related: Yes ; Address of the other business: 417 S 2nd St, Ste D101, Leavenworth, KS 66048 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: Advisor, President and CEO ; The start date of your relationship: May 04, 2022 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: I am an Investment Advisor Representative of First Command (FC) Financial Services, a Registered Representative of FC Brokerage Service and an independent life and health agent. (2) Name of the other business: Pony Express Advisors LLC Whether the business is investment-related: Yes Address of the other business: 417 S 2nd St, Ste D101, Leavenworth, KS 66048 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Member The start date of your relationship: Mar 22, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Business partnership LLC for the First Command Pony Express District in Leavenworth, KS. As a member, I vote on decisions related to the lease of our office space and other shared expenses associated with the administration of each our businesses as First Command Advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Reid Anderson's 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®
NoneExperience
Current
April 16, 2021 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 7225 Renner Rd Suite 110, Shawnee, KS 66217RIA
CRD#: 281958
Shawnee, KS
Current
February 25, 2021 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 7225 Renner Rd, Shawnee, KS 66217BD
CRD#: 3641
Shawnee, KS
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".
FC
FIRST COMMAND ADVISORY SERVICES
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.RR
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
RR
Alabama(5/8/2025)
RR
Arkansas(6/13/2023)
RR
California(10/30/2023)
RR
Colorado(6/17/2021)
RR
Florida(7/8/2025)
RR
Kansas(4/16/2021)
IAR
Kansas(4/16/2021)
RR
Maryland(4/11/2022)
RR
Michigan(9/9/2025)
RR
Missouri(4/16/2021)
RR
Nebraska(3/27/2025)
RR
Pennsylvania(10/24/2023)
RR
South Carolina(5/23/2024)
RR
Texas(3/3/2025)
IAR
Texas(3/3/2025)
RR
Virginia(1/12/2023)
RR
Washington(2/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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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)
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.
