Unclaimed Profile

Mark Duane Steffe

FIRST COMMAND ADVISORY SERVICES·FORT WORTH, Texas

SIE, Series 7, Series 8, Series 9, Series 10, Series 23, Series 24, Series 63, Series 65, Series 99TOClean record24 years registeredFIRST COMMAND ADVISORY SERVICES

1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109CRD# 2204689Firm CRD# 281958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Duane Steffe · FORT WORTH, TX

Registration

CRD #2204689 · FIRST COMMAND ADVISORY SERVICES · 24 years registered

Brand Profile

Not yet started

Career History

FIRST COMMAND ADVISORY SERVICES

Dec 2015 – present

FIRST COMMAND BROKERAGE SERVICES, INC.

Apr 2010 – present

FIRST COMMAND FINANCIAL PLANNING, INC.

May 2010 – Dec 2015

Fort Worth, TX

TIAA-CREF ADVICE AND PLANNING SERVICES

Mar 2009 – Mar 2010

PRINCETON, NJ

UBS FINANCIAL SERVICES INC.

Mar 2004 – Oct 2008

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Jun 2002 – Feb 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 23

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · June 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST COMMAND ADVISORY SERVICES

CRD 281958 · SEC 801-56942

AUM

$22.1B

Regulatory assets under management

Employees

1,787

110,166 client accounts

Services offered by FIRST COMMAND ADVISORY SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST COMMAND ADVISORY SERVICES →

Introduction

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Frequently Asked Questions

What services does Mark Duane Steffe offer?

Mark Duane Steffe specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Mark Duane Steffe's credentials?

Mark Duane Steffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Duane Steffe located?

Mark Duane Steffe is based in FORT WORTH, Texas, working with FIRST COMMAND ADVISORY SERVICES. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Mark Duane Steffe charge for services?

Mark Duane Steffe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST COMMAND ADVISORY SERVICES?

FIRST COMMAND ADVISORY SERVICES has approximately 1787 employees and manages $22.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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