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Current Employers
First Heartland Consultants, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-10-11
  • WI RA
    APPROVED
    Since 2016-10-11

Branch Locations

2375 West Washington Ave Suite 2, West Bend, WI 53095 • 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
Cedar Lake Sales West Bend WI 03/1994 Present
  • 03/1994 → Present
    Cedar Lake Sales
    West Bend, WI
Other Businesses

Wisconsin Conservation Congress. Not investment related. Washington County Delegate.VOLUNTEER ADVISORY COMMITTEE MEMBER TO THE WICONSIN DEPT OF NATURAL RESOURCES 5 HOURS PER MONTH. Start 1/1/16. First Heartland Consultants. Investment related. IAR. Investment Advisory Services. Start 10/11/16. BH Weir Financial. Investment related. Owner. Dba, marketing insurance and investments. Start 8/1/20. Notary. Not Investment Related. Notary. Licensed notary public in State of Wisconsin. 1 hour per month. 1 hour during securities. Start 5/29/20.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-19
S63 Uniform Securities Agent State Law Examination 2011-11-23
  • S65 Uniform Investment Adviser Law Examination
    2016-08-19
  • S63 Uniform Securities Agent State Law Examination
    2011-11-23

View on SEC IAPD

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