MM
Michelle Makynen
FIRST COMMAND ADVISORY SERVICES
Colorado Springs, CO 80920
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CRD#: 7345955
MM
Professional summary
Michelle Makynen is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Colorado Springs, Colorado and FIRST COMMAND BROKERAGE SERVICES, INC. located in Colorado Springs, Colorado.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Michelle 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.
Name of the other business: Advanced Home Health Care ; Whether the business is investment-related: No ; Address of the other business: 55 S Parkside Dr Colorado Springs CO 80910 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Physical Therapy Assistant ; The start date of your relationship: 3/15/2022 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Physical therapy to home care patients
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Makynen'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
July 7, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920RIA
CRD#: 281958
Colorado Springs, CO
Current
April 25, 2022 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920BD
CRD#: 3641
Colorado Springs, CO
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
Colorado(7/7/2022)
IAR
Colorado(7/7/2022)
RR
Texas(11/8/2022)
IAR
Texas(11/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/25/2022
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
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Colorado Springs, CO 80920TRUST BUT VERIFY
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