First Heartland Consultants, Inc.

First Heartland Consultants, Inc. (CRD# 110377) is a financial advisory firm headquartered in Lake Saint Louis, MO. They manage $1,045,151,254 in 5,087 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,045
    MILLION
  • Total Number of Accounts
    5,087
    ACCOUNTS
  • Average Account Value
    $205,455
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 129 top financial advisors.
1
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 16 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.

2
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 8 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.

3
Andrew C. Bagnall
CRD#: 4331728
21900 Burbank Blvd., 3rd Floor, Woodland Hills, CA 91367
96
Wealthminder
score

Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Woodland Hills, CA and has over 15 years of experience in the finance industry. Andrew Bagnall 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
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 33 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.

5
Lawrence A. Blumenfeld
CRD#: 1127692
Agoura Hills, CA
96
Wealthminder
score

Lawrence Blumenfeld (CRD# 1127692) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Agoura Hills, CA and has over 33 years of experience in the finance industry.

6
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 28 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.

7
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 34 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.

8
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 24 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.

9
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 18 years of experience in the finance industry.

10
David V. Erickson
CRD#: 2246751
445 Phoenix Dr., Chambersburg, PA 17201
96
Wealthminder
score

David Erickson (CRD# 2246751) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Chambersburg, PA and has over 24 years of experience in the finance industry. David Erickson 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.

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