Wesley Mlcak
Wesley Mlcak is a CFP-designated registered investment advisor at First Command Advisory Services, based in San Antonio, TX, with 22 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
1919 Oakwell Farms Pkwy No 200, San Antonio, TX, 78218
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wesley is the sole proprietor of Mlcak Family Financial Advisors LLC, established for tax reporting purposes related to First Command. He dedicates minimal time to this LLC and conducts no business activity outside of First Command.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Brokerage Services, INC.
Previous Registrations
First Command Financial Planning, INC.
Navillus Securities, INC.Broker
Vantage Capital Management, LLC
Olde Discount CorporationBroker
Lehman Brothers INC.Broker
State Registrations3 states
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.