Robin Dale Morrell

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

• 04/2009 → 09/2019
  Lpl Financial, Llc
  Manchester, NH
• 11/2009 → 08/2019
  Flatiron Financial Group
  Manchester, NH
• 09/2019 → 09/2023
  Ameriprise Financial Services Inc
  Manchester, NH
• 09/2023 → Present
  First Heartland Capital Inc
  Lake St Louis, MO

Previous Registrations

• 2019-09-16 → 2023-09-22
  Ameriprise Financial Services, Llc
  Manchester, NH
  Bedford, NH
  Lincoln, NH
• 2009-04-13 → 2019-10-08
  Lpl Financial Llc
  Manchester, NH
• 2009-09-11 → 2010-12-31
  Flatiron Financial Group, Llc
  Manchester, NH
• 2006-10-16 → 2009-04-14
  Banc Of America Investment Services, Inc.
  Merrimack, NH
  Bedford, NH
  Manchester, NH
  Goffstown, NH
  Manchester, NH
  Manchester, NH
• 1998-02-02 → 2006-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
  Manchester, NH

Other Businesses

Outside Employment; Granite YMCA; Water Aerobics Instructor; Manchester, NH 03101; Not Investment Related; November 2011; 1.5 hrs per week - 0 HOURS during trading hours. Sale and distribution of fixed insurance products; September 2023 LAKE VIEW FINANCIAL SERVICES LLC; MARKETING ENTITY FOR FINANCIAL SERVICES; SEPTEMBER 18, 2023 First Heartland Consultants. Investment Advisory Services. Investment related. Start date: 9/18/23

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-06
• S63 Uniform Securities Agent State Law Examination
  1990-10-17

Designations

• Certified Financial Planner

Other Names

• Robin D Morrell
• Robin Morrell
• Robin Dale Reed