Amber Goetz is a registered investment advisor at First Command Advisory Services, based in Aledo, TX, with 11 years of industry experience. Amber 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
Aledo, TX
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
Amber owns and manages Auntie Ams Toffee Co, a toffee business, dedicating minimal time to it. She is also a managing member of GPTA Investments, LLC, formed to conduct owner-financing of inherited property, also dedicating minimal time.
Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
State Registrations1 state
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.