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
Labadie, MO
Credentials
Series 63, Series 65
Industry experience
16 years
Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.
Based on First Heartland Consultants, Inc.
Based on First Heartland Consultants, Inc.
Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.
Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.
Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.
Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.
Labadie, MO
Missouri
First Heartland Capital Inc
2015 - Present (11 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 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
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Sawyer Capital Management
Series 63, Series 65
Wildwood, MO
Livingston & Associates, Ltd.
CFA®, Series 66
Marthasville, MO
1035 Capital Management LLC
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