Anthony J Stumpo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 06/2018
  Fifth Third Bancorp
  Grand Rapids, MI
• 06/2018 → Present
  Drummond Capital
  Grandville, MI
• 01/2019 → Present
  First Heartland Capital Inc
  Lake St. Louis, MO

Other Businesses

Clearwater Wealth Management - Investment related - Marketing of insurance and financial services - Start 1/1/21. First Heartland Consultants, Inc. - Investment related - IAR - Investment Advisory Services - Start 4/4/19. Drummond Capital Management Group, LLC - Not Investment Related - Used for credit union relationships - Start 1/26/23. Gerber Federal Credit Union Investment Services - Investment Related - DBA used for marketing financial services at the credit union - Start 4/4/19. First Heartland Corporation Inc - Investment related - Agent/broker - Marketing of insurance - Start 2/10/23. National Dodgeball Association - Not investment related - Board member - Organization develops and promotes competitive dodgeball in the U.S. - Start 3/10/23. Licensed Insurance Agent - Investment Related - Agent/broker - Medicare sales - Start 1/1/24. Arbor Financial Credit Union Wealth Management - Investment Related - DBA used for marketing financial services at the credit union - Start 9/5/24. Arbor Financial Wealth Management Services - Investment Related - DBA used for marketing financial services at the credit union - Start 9/5/24. PFCU Wealth Management - Investment Related - DBA used for marketing financial services at the credit union - Start 9/5/24. UM Credit Union Wealth Management - Investment Related - DBA used for marketing financial services at the credit union - Start 9/5/24.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-11