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Rodney J Ragsdale

First Heartland Consultants, Inc.

St Louis, MO

CRD 2360516

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-19
MO RA APPROVED 2017-02-01
  • TX RA
    APPROVED_RES
    Since 2022-04-19
  • MO RA
    APPROVED
    Since 2017-02-01

Branch Locations

12645 Olive Blvd Suite 300, St Louis, MO 63141 • 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
OrganizationCityStateFromTo
First Heartland Capital Inc St Peters MO 10/1999 Present
  • 10/1999 → Present
    First Heartland Capital Inc
    St Peters, MO
Other Businesses

Arthur Gallagher- SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Start 1/1/2026. First Heartland Consultants. Investment related. Investment advisory services. Start 2/1/17.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-30
S63 Uniform Securities Agent State Law Examination 1993-10-28
  • S65 Uniform Investment Adviser Law Examination
    2017-01-30
  • S63 Uniform Securities Agent State Law Examination
    1993-10-28

View on SEC IAPD

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