Charles UlmerCRD Number: 1014067
Current Firm: First Heartland Consultants, Inc.
Charles Ulmer (CRD# 1014067) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Saint Louis, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|First Heartland Capital, Inc.||Kirkwood, MO||Feb 1995 - Current||22|
|C Thomas Ulmer||Clayton, MO||Apr 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management1,045MILLIONS
Total Number of Accounts5,087ACCOUNTS
Average Account Value$205,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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