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Michael Rouse

17 Years of Experience
La Vista, NE
Broker

Michael Rouse is a registered investment advisor at First Command Advisory Services, based in La Vista, NE, with 17 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

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.

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Location

La Vista, NE

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
First Command Advisory Services
May 2021 - Present · 5 yrs
First Command Brokerage Services, INC.
April 2021 - Present · 5 yrs 1 mo
First Command Brokerage Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Bancwest Investment Services, INC. (bwis)
March 2018 - May 2021 · 3 yrs 2 mos
Bancwest Investment Services, INC.Broker
March 2018 - May 2021 · 3 yrs 2 mos
Arbor Point Advisors
September 2014 - March 2018 · 3 yrs 6 mos
Securities America Advisors, INC.
July 2010 - March 2018 · 7 yrs 8 mos
Securities America, INC.Broker
June 2010 - March 2018 · 7 yrs 9 mos
Ing Financial Partners, INC
November 2008 - February 2009 · 3 mos
Ing Financial Partners, INC.Broker
November 2008 - February 2009 · 3 mos
Securities America Advisors, INC.
December 2006 - October 2008 · 1 yr 10 mos
Securities America, INC.Broker
November 2006 - October 2008 · 1 yr 11 mos
State Registrations2 states
NETX
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.
Michael Rouse - Financial Advisor | TrueAdvisor