LM
Lisa A. Mullinax
FIRST COMMAND ADVISORY SERVICES
Wamego, KS
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CRD#: 7544878
LM
Professional summary
Lisa Anne Mullinax, who also goes by Lisa Liljestrand, Lisa Weishaar, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Wamego, Kansas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Manhattan, Kansas.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Lisa has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Liljestrand | Lisa Weishaar
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: Circle M Acres LLC ; Whether the business is investment-related: No ; Address of the other business: 35515 Hwy K99 Wamego, ks 66547 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 8/26/2022 ; 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: None ; Briefly describe your duties relating to the other business: Horse Farm, Owner (2) Name of the other business: US Army Reserve ; Whether the business is investment-related: No ; Address of the other business: 561st Regional Support Group Elkhorn, NE 68022-3964 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Commander ; The start date of your relationship: 1/1/2023 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Brigade Commander (3) Name of the other business: Prairie Fire Advisors, Inc Whether the business is investment-related: No Address of the other business: 1121 Hudson Ave, Ste B, Manhattan, KS 66503 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Shareholder The start date of your relationship: Nov 15, 2023 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: None Briefly describe your duties relating to the other business: No Duties (4) Name of the other business: ROTC Instructor Whether the business is investment-related: No Address of the other business: 1304 N. MLK Jr. Dr., Manhattan, KS 66506-2101 Nature of the other business: Military Your position, title, or relationship with the other business: Instructor The start date of your relationship: Dec 01, 2024 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: Assist in instruction of ROTC cadets when assigned cadre are on leave
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Anne Mullinax'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
January 19, 2023 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 1121 Hudson Ave Ste B, Manhattan, KS 66503RIA
CRD#: 281958
Wamego, KS
Current
October 17, 2022 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1121 Hudson Avenue Suite B, Manhattan, KS 66503BD
CRD#: 3641
Manhattan, 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
Connecticut(2/18/2025)
RR
Kansas(1/19/2023)
IAR
Kansas(1/19/2023)
RR
Missouri(12/22/2023)
RR
Nebraska(7/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/17/2022
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.
