DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Grant Gotschall

First Command Advisory ServicesBD affiliatedOmaha, Ne dual registrantIAPD 6763849

Feed of 09/14/2026

Also filed as Grant Gotschall

At current firm

1 y

since Jul 24, 2025

In the industry

10 y

since Dec 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Command Advisory Services BD affiliated current
since Jul 24, 2025 · Fort Worth, Tx
Ameriprise Financial Services, LLC national BD
Mar 10, 2025 to Jul 2, 2025 · Omaha, Ne
Raymond James Financial Services Advisors, Inc BD affiliated
Feb 27, 2024 to Jan 22, 2025 · Omaha, Ne
Mutual Of Omaha Investor Services, Inc. independent RIA
Feb 27, 2019 to Feb 22, 2024 · Omaha, Ne
Securian Financial Services, Inc. former
Aug 8, 2017 to Feb 8, 2019 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to First Command Advisory Services
left Jul 2, 2025, registered Jul 24, 2025 (22 days) · Affiliated broker-dealer or bank to another
Raymond James Financial Services Advisors, Inc to Ameriprise Financial Services, LLC
left Jan 22, 2025, registered Mar 10, 2025 (47 days) · Affiliated broker-dealer or bank to another
Mutual Of Omaha Investor Services, Inc. to Raymond James Financial Services Advisors, Inc
left Feb 22, 2024, registered Feb 27, 2024 (5 days) · RIA to affiliated broker-dealer or bank
Securian Financial Services, Inc. to Mutual Of Omaha Investor Services, Inc.
left Feb 8, 2019, registered Feb 27, 2019 (19 days) · Other

Signals

Grant Gotschall left Ameriprise Financial Services, Llc for First Command Advisory Services (registered 2025-07-24)
Jul 2, 2025 · Advisor changed firm · fact
Grant Gotschall left Raymond James Financial Services Advisors, Inc for Ameriprise Financial Services, Llc (registered 2025-03-10)
Jan 22, 2025 · Advisor changed firm · fact
Grant Gotschall left Mutual Of Omaha Investor Services, Inc. for Raymond James Financial Services Advisors, Inc (registered 2024-02-27)
Feb 22, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address