firm profile
First Heartland Consultants, Inc.
Overview
First Heartland Consultants, Inc. is an SEC registered investment adviser based in Lake St Louis, MO, registered since 1994. It reports $2.1B in assets under management across 9,610 accounts, with 96 employees. It has 99 investment adviser representatives.
- Reported AUM
- $2.1B
- Discretionary
- 90%
- Accounts
- 9,610
- Average account
- $217K
- Employees
- 96
- Advisory reps
- 99
- Registered since
- 1994
- Jurisdictions
- 52
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- David Michael Hoff Chief Executive Officer, President CRD 1058737
- Brandon Wayne Hall Chief Information Officer CRD 5113480
- Jeanne Ann Jehle Chief Legal Officer CRD 4885198
2 more executive officers, with direct contact details
Advisory reps 3 of 99
- Augustus W Abel III Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3176436
- Carrie E Baalman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2379904
- David E Babulic Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5115131
96 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4101 Lake Saint Louis Blvd
Lake St Louis, MO 63367 - County
- Saint Charles
- Metro area
- St. Louis, MO-IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: joinfhc.com
Every state, with registration dates
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