Advisor at First Heartland Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Heartland Consultants, Inc.
Location
Owatonna, MN 55060
Credentials
Series 66
Industry experience
4 years
Negotiable fixed fees for financial planning and consulting services with no minimum or maximum
Commissions earned by IARs for insurance and securities products sold through affiliated broker-dealer (FH Capital)
Up to $250 per hour for financial planning and consulting services
Account minimum: $6,500 Fee-only: Hourly fee up to $250 per hour (negotiable); Fixed fees (negotiable, no minimum or maximum)
First Heartland Capital Inc
2022 - Present (4 years)
Thrivent Financial
2021 - 2022 (1 year)
Thrivent Financial
2021 - 2021 (1 year)
Thrivent Investment Management Inc
2021 - 2022 (1 year)
Iowa Army National Guard
2013 - 2021 (8 years)
Word of Life Lutheran Church
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Waseca, MN
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Owatonna, MN
PharmD Financial Planning LLC
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