Matthew Anderson
Matthew Anderson is a registered investment advisor at First Command Advisory Services, based in Shawnee, KS, with 5 years of industry experience. Matthew 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
7225 Renner Rd, Ste 201, Shawnee, KS, 66217
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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 ActivitiesSells Insurance
Matthew is the VP of Strategic Partners for the Kansas City Chapter of Financial Executives International, dedicating minimal time. He is also an Advisor, President, and CEO of Matt Anderson Financial Consulting LLC, spending about a quarter of his time, and a member of Pony Express Advisors LLC, spending minimal time, a business partnership for the First Command Pony Express District.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
State Registrations15 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.