DM
DM

Deanna Moore

23 Years of Experience
Leavenworth, KS
1 DisclosureBroker

Deanna Moore is a registered investment advisor at First Command Advisory Services, based in Leavenworth, KS, with 23 years of industry experience. Deanna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1023 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

417 S 2nd St, Suite D-101, Leavenworth, KS, 66048

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015
Denied
Employment History
Current Registrations
First Command Advisory Services
August 2026 - Present · 2 mos
First Command Brokerage Services, INC.Broker
August 2026 - Present · 2 mos
Previous Registrations
Cetera Investment Services LLCBroker
October 2024 - August 2026 · 1 yr 10 mos
LPL Financial LLCBroker
March 2024 - June 2024 · 3 mos
Venture.co Brokerage Services LLCBroker
October 2020 - March 2021 · 5 mos
Dst Market Services, LLCBroker
February 2018 - June 2018 · 4 mos
Moloney Securities Asset Management LLC
December 2016 - February 2018 · 1 yr 2 mos
Moloney Securities CO., INC.Broker
May 2016 - December 2017 · 1 yr 7 mos
Moloney Investment Advisory LLC
May 2016 - December 2016 · 7 mos
Northwestern Mutual Investment Services,llc
March 2014 - August 2014 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
February 2014 - August 2014 · 6 mos
Charles Schwab & CO., INC.
June 2011 - July 2012 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
June 2011 - July 2012 · 1 yr 1 mo
Triad Advisors, INC.Broker
September 2010 - October 2010 · 1 mo
Financial Advisory Service INC
April 2009 - September 2009 · 5 mos
Pavek Investments INC.Broker
October 2008 - August 2009 · 10 mos
Umb Financial Services, INC.
January 2006 - February 2007 · 1 yr 1 mo
Umb Financial Services, INC.Broker
September 2005 - February 2007 · 1 yr 5 mos
UBS Global Asset Management (US) INC.Broker
April 2001 - December 2004 · 3 yrs 8 mos
American Century Investment Services INC.Broker
March 1997 - February 2001 · 3 yrs 11 mos
Occ DistributorsBroker
July 1995 - March 1997 · 1 yr 8 mos
Robert Thomas Securities, INCBroker
March 1992 - April 1994 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
April 1991 - December 1991 · 8 mos
Linsco/private Ledger CORP.Broker
October 1990 - April 1991 · 6 mos
Bma Financial Services, INC.Broker
November 1988 - August 1989 · 9 mos
American Express Financial Advisors INC.Broker
September 1987 - October 1988 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
November 1986 - September 1987 · 10 mos
State Registrations45 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors