First Heartland Consultants, Inc.
Firm details
- Headquarters
- Lake St Louis, Missouri
- CRD number
- 110377
- Registered since
- May 23, 1994
- Website
- www.firstheartland.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.86%
- HNWI25.91%
- Pension & Profit Sharing Plans9.5%
- Corporations / Businesses0.47%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
First Heartland Consultants, Inc. is an SEC-registered independent broker-dealer and advisory firm that has been operating since 1994. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm also publishes periodicals and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. First Heartland reports a preference for equities as its primary asset class exposure and is not an active ESG investor. The firm operates as a corporation with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Owners & executives
3 of 5
David Hoff
Chief Executive OfficerCRD 1058737
Jeanne Jehle
Chief Financial OfficerCRD 4885198
Brandon Hall
Chief Technology OfficerCRD 5113480
Contacts
3 of 89
Timothy Wuest
Financial AdvisorCRD 1210210
Jessica Durand
Registered RepresentativeCRD 7092118
George Fowler
OwnerCRD 848318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 541Active vs passive
$1.8B in ETFs
58%
$1B
30%
$742M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $60M | 683,011 | 3.37% |
Location
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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