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Executive Vice President, Chief Operating Officer · First Command Advisory Services

Kelleen M. Richter

CRD 2098017 · Named on Form ADV at one SEC-registered adviser

At a glance

First Command Advisory Services, an SEC-registered wealth manager based in Fort Worth, TX with $24.4 billion in regulatory assets, lists Kelleen M. Richter on its Form ADV as Executive Vice President, Chief Operating Officer.

Firms and roles

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Kelleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

  • Mark D. SteffePresident and CEO, First Command Advisory Services
  • Heidi E. CerboneVice President and Treasurer, First Command Advisory Services
  • Tina K. CaddellVice President, Operations, First Command Advisory Services
  • Eric ChartanSenior Vice President, Chief Legal Officer, First Command Advisory Services
  • Frank D. SmithSenior Vice President - Chief Information Security Officer & Chief Technology Officer, First Command Advisory Services

1 more person named with Kelleen on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.