Kevin L Lynch

Employer firm

First Heartland Consultants, Inc. CRD 110377

$2.09B regulatory AUM 42 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2026-08-19
NJ	RA	APPROVED	2022-10-11

RI RA
APPROVED

Since 2026-08-19
NJ RA
APPROVED

Since 2022-10-11

Branch Locations

284 Route 206 Building D, Hillsborough, NJ 08844 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bizti	New York	NY	07/2012	09/2017
Ascend Funding	New York	NY	01/2018	09/2018
Phoenix Financial Solutions	New Brunswick	NJ	10/2018	01/2020
Westminster Wealth Management	Hillsborough	NJ	02/2020	Present
First Heartland Capital Inc	Lake St Louis	MO	08/2020	Present
Unemployed	New York	NY	09/2017	01/2018

07/2012 → 09/2017

Bizti

New York, NY
01/2018 → 09/2018

Ascend Funding

New York, NY
10/2018 → 01/2020

Phoenix Financial Solutions

New Brunswick, NJ
02/2020 → Present

Westminster Wealth Management

Hillsborough, NJ
08/2020 → Present

First Heartland Capital Inc

Lake St Louis, MO
09/2017 → 01/2018

Unemployed

New York, NY

Other Businesses

Westminster Wealth Management. Investment related. Marketing of insurance and financial services. Agent/Broker. Start 4/27/21. First Heartland Consultants. Investment related. Investment advisory services. IAR. Start date 10/1/22.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-07

S66 Uniform Combined State Law Examination

2022-10-07

View on SEC IAPD