Karen Loomis
Karen Loomis is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 4 years of industry experience. Karen 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
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen serves as a trustee for Richard and Patricia Loomis, dedicating minimal time to this role. She also owns RBL Capital Company, an S-Corp supporting her independent contractor position, which takes about a quarter of her time.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations12 states
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