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First Command Columbus

Karen Loomis

First Command Financial Advisor
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Top Tier Client Experience Award

Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data.

(614) 986-9285
471 E Broad Street
Suite 1115
Columbus, Ohio, 43215
About Karen
Karen Loomis joined First Command Financial Services as a Financial Advisor in February 2022. She previously worked for 17 years as Chief of Operations Europe DISA at Department of Defense.

A graduate of Western International University with a Bachelor’s degree in Accounting , Karen holds Series 7, 66 and Securities Industry Essentials
securities licenses plus life and health insurance licenses in OH, MI, IN, AZ.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Karen serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Karen will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In her free time, Karen enjoys bike riding, cooking, and reading.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Karen Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.