First Command News & Media


First Command reports first quarter 2017 holdings for banking affiliate

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FORT WORTH, Texas – First Command Financial Services, Inc. announced today that its banking affiliate closed out the first quarter of 2017 holding approximately $142.3 million in marketable securities for its wealth management and trust clients.

According to its most recent Form 13F filing with the Securities and Exchange Commission, First Command Bank held 4.3 million shares of certain marketable securities (specifically, securities that are traded on public exchanges, including exchange–traded funds and individual stocks, but not mutual funds) as of March 31. All securities were held on behalf of the clients of the bank's Wealth Management & Trust Services Group.

“These quarterly numbers highlight our commitment to serving the specialized needs of our high net worth clients,” said David White, president of First Command Bank. “Our Wealth Management & Trust Services Group is proud to act as investment manager and custodian for these clients. We take enormous pride in the trust that our clients continue to place in us, and we are committed to giving them the highest quality advice and service.”

First Command Bank is a federally chartered savings bank and a member of the Federal Deposit Insurance Corporation (FDIC). In addition to wealth management and trust services, the bank offers a variety of personal banking products and services that include checking and savings accounts, certificates of deposit, mortgage loans, automobile loans, secured and unsecured personal loans, debt consolidation loans, credit and debit cards and online banking services. Commercial banking products and services offered by First Command Bank include commercial checking accounts, money market savings accounts, commercial loans, business credit and debit cards and online banking services. First Command Bank's assets totaled approximately $732.8 million as of Dec. 31.

About First Command

First Command Financial Services and its subsidiaries, including First Command Bank and First Command Financial Planning, assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams—focusing on consumer behavior as the first and most powerful determinant of results. Through knowledgeable advice and coaching of the financial behaviors conducive to success, First Command Financial Advisors have built trustworthy, lasting relationships with hundreds of thousands of client families since 1958.


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