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  2. Hardin, IL
Carrie Baalman, financial advisor Hardin IL

Carrie Baalman

CRD Number: 2379904
Current Firm: First Heartland Consultants, Inc.

Carrie Baalman (CRD# 2379904) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Hardin, IL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
First Heartland Capital, Inc. St. Peters, MO Jul 1993 - Current 30
First Heartland Corporation St. Peters, MO Dec 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Oct 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Carrie E. Baalman
By the Numbers
  • Total Assets Under Management
    1,715
    MILLIONS
  • Total Number of Accounts
    9,407
    ACCOUNTS
  • Average Account Value
    $182,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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