Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Steven R. BioneO'Fallon, IL | First Command Advisory Services | Adviser and broker | CFP | Atlas | 2005 |
| 2Bradley J. BueningChicago, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2024 |
| 3Ann Marie B. CudziloOak Brook, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2005 |
| 4Jeffrey W. HarrisO'Fallon, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2022 |
| 5Jennifer M. HeidOak Brook, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2015 |
| 6John H. KaferO'Fallon, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2015 |
| 7Tymothy J. McDonellMascoutah, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2023 |
| 8Randy T. OuthouseKempton, IL | First Command Advisory Services | Adviser and broker | CFP, ChFC | Atlas | 2015 |
| 9Kevin PhillipsO Fallon, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2026 |
| 10Jill S. PietrusinskiO'Fallon, IL | First Command Advisory Services | Adviser and broker | – | Atlas | 2005 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.