Wesley Mlcak, financial advisor Fort Worth TX

Wesley Mlcak

CRD Number: 2317544
Current Firm: First Command Advisory Services

Wesley Mlcak (CRD# 2317544) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 17 years of experience in the finance industry. Wesley Mlcak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 8
First Command Financial Planning, Inc. Fort Worth, TX Feb 2007 - Current 17
First Command Insurance Services Fort Worth, TX Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Wesley A. Mlcak
Phone Number: 817-731-8621
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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