SW
Sarah D. Weinbaum
FIRST COMMAND ADVISORY SERVICES
St Robert, MO 65584
Some features on this profile are disabled
CRD#: 8042951
SW
Sarah Danielle WeinbaumFIRST COMMAND ADVISORY SERVICES
Professional summary
Sarah Danielle Weinbaum, who also goes by Sarah D Weinbaum, Sarah Weinbaum, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in St Robert, Missouri and FIRST COMMAND BROKERAGE SERVICES, INC. located in St Robert, Missouri.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Sarah has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
Sarah D Weinbaum | Sarah Weinbaum
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: Self Employed LMT Whether the business is investment-related: No Address of the other business: St. James, MO Nature of the other business: Other OBA Your position, title, or relationship with the other business: Licensed Massage Therapist The start date of your relationship: Sep 01, 2012 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: Self Employed Licensed massage Therapist, currently working 1-3 days a month only on weekend days. I do not advertise for this business, as I am trying to retire. (2) Name of the other business: Glitter Girl Games and Amusements Whether the business is investment-related: No Address of the other business: St. James, MO Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 01, 2023 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: Vending style passive income business, I place arcade/gumball/candy machines in other peoples businesses for a split of the profit. Duties are fixing broken games, keeping machines filled (toys, candy, gumballs), and collecting money/giving the business their money. Most locations only need checked every 2-3 months, currently consolidating and downsizing.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Danielle Weinbaum'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
October 20, 2025 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 718 Missouri Ave, St Robert, MO 65584RIA
CRD#: 281958
St Robert, MO
Current
October 15, 2025 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 718 Missouri Ave, St Robert, MO 65584BD
CRD#: 3641
St Robert, MO
Past
June 16, 2025 - August 13, 2025
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Saint Robert, MO
Past
May 13, 2025 - August 13, 2025
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
St Robert, 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".
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
Indiana(2/16/2026)
RR
Missouri(10/20/2025)
IAR
Missouri(10/20/2025)
RR
Texas(10/29/2025)
IAR
Texas(10/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/12/2025
Investment Company Products/Variable Contracts 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)Loading...
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 | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
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.
