First Heartland Capital, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
—
Advisory reps
164
Avg account
$0

Firm details

Headquarters
Lake St Louis, Missouri
CRD number
32460
Registered since
July 8, 1993

Firm profile

FINTRX

Overview

First Heartland Capital, Inc. is an individually owned advisory firm organized under an “other” legal formation and registered with the SEC since 1993. FINTRX classifies the firm as unclassified and identifies it as not acting as a capital allocator. The profile indicates the firm is not flagged as an active ESG investor. The database record provides limited detail about the firm’s core advisory activities, fee arrangements, or target client segments. FINTRX also lists the firm as not being a multi-state adviser, a status that sits alongside the office footprint described below.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Zeonia Christy

    Zeonia Christy

    Chief Compliance OfficerCRD 4067924

  • David Hoff

    David Hoff

    Chief Executive OfficerCRD 1058737

  • Jeanne Jehle

    Jeanne Jehle

    Chief Financial OfficerCRD 4885198

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Contacts

3 of 158
  • John Ligon

    John Ligon

    Financial AdvisorCRD 5649714

  • Samuel Hagemann

    Samuel Hagemann

    ProducerCRD 5663614

  • Anthony Sikorski

    Anthony Sikorski

    Wealth Advisor & Retirement Plan SpecialistCRD 5733673

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake St Louis, MO

Saint Charles

Location

Lake St Louis, MO

Headquartered in Lake St Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Charles
Address
4101 Lake Saint Louis Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth