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First Heartland Consultants, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $158.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

122

name start date
Brian Scott Standage
February 2019
Sharon M Consoli
September 2019
Matthew Lee Evans
July 2001
William Robert Prichard
March 2010
Jeanne Ann Jehle
August 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Elite Partners, LLC -- --
    First Heartland Capital, Inc. Broker-Dealer --
    First Heartland Corporation -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Michael Hoff President March, 1993 75% or more
      Zeonia M Christy Chief Compliance Officer October, 2004 less than 5%
      Jeanne Ann Jehle Chief Legal Officer November, 2006 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other