First Command District Advisor - Steven Loos, RICP®

Business Information
Steven Loos joined First Command Financial Services as a Financial Advisor in December 2018, following a 27-year career in the United States USA, where he attained the rank of MAJ. Steven understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

A graduate of University of Phoenix with a Bachelor’s degree in Accounting, Steven holds Series 7, Series 66 securities licenses plus life and health insurance licenses in Texas and New Mexico.

Steven is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Active in his community, Steven is a member of Kings of Columbus.

In his free time, Steven enjoys spending time with family, spending time with friends, and traveling.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”




Specialties:
Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions