First Heartland Consultants, Inc.

First Heartland Consultants, Inc. (CRD# 110377) is a financial advisory firm headquartered in Lake Saint Louis, MO. They manage $1,262,880,291 in 5,857 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,263
    MILLION
  • Total Number of Accounts
    5,857
    ACCOUNTS
  • Average Account Value
    $215,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at First Heartland Consultants, Inc.
Showing 1 - 10 of 137 top financial advisors.
1
Eric J. Seger
CRD#: 4213246
21 East Long Lake Road, Suite 102, Bloomfield Hills, MI 48304
103
Wealthminder
score

Eric Seger (CRD# 4213246) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Bloomfield Hills, MI and has over 17 years of experience in the finance industry. Eric Seger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Augustus W. Abel
CRD#: 3176436
Powell, OH
96
Wealthminder
score

Augustus Abel (CRD# 3176436) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Powell, OH and has over 18 years of experience in the finance industry. Augustus Abel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mary E. Ahearn
CRD#: 861820
Tucson, AZ
96
Wealthminder
score

Mary Ahearn (CRD# 861820) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Tucson, AZ and has over 38 years of experience in the finance industry. Mary Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Katherine B. Badertscher
CRD#: 5586994
6900 College Blvd, Overland Park, KS 66211
96
Wealthminder
score

Katherine Badertscher (CRD# 5586994) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Overland Park, KS and has over 9 years of experience in the finance industry. Katherine Badertscher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John J. Barrios
CRD#: 1079477
195 South Center Street, Collierville, TN 38017
96
Wealthminder
score

John Barrios (CRD# 1079477) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Collierville, TN and has over 35 years of experience in the finance industry. John Barrios has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lawrence A. Blumenfeld
CRD#: 1127692
Indio, CA
96
Wealthminder
score

Lawrence Blumenfeld (CRD# 1127692) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Indio, CA and has over 34 years of experience in the finance industry.

7
Dean J. Callison
CRD#: 1841723
9393 West 110th Street, Suite 500, Overland Park, KS 66210
96
Wealthminder
score

Dean Callison (CRD# 1841723) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Overland Park, KS and has over 29 years of experience in the finance industry. Dean Callison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Hugh M. Cannon
CRD#: 1159088
Saint Louis, MO
96
Wealthminder
score

Hugh Cannon (CRD# 1159088) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry. Hugh Cannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Troy A. Christensen
CRD#: 2269578
12035 University Ave., Suite 201, Clive, IA 50325
96
Wealthminder
score

Troy Christensen (CRD# 2269578) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Clive, IA and has over 25 years of experience in the finance industry. Troy Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jamie L. Cox
CRD#: 3086266
6605 Uptown Blvd. Ne, Suite 330, Albuquerque, NM 87110
96
Wealthminder
score

Jamie Cox (CRD# 3086266) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Albuquerque, NM and has over 19 years of experience in the finance industry.

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