Best Investors Account Sign in

Brian Henry Boedicker

First Heartland Consultants, Inc.

Overland Park, KS

CRD 2480107

Claim This Profile
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 2021-02-10
KS RA APPROVED 2016-10-24
MO RA APPROVED 2016-10-24
  • TX RA
    APPROVED_RES
    Since 2021-02-10
  • KS RA
    APPROVED
    Since 2016-10-24
  • MO RA
    APPROVED
    Since 2016-10-24

Branch Locations

8519 W 156Th Terrace, Overland Park, KS 66223 • 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 Lake St. Louis MO 04/2003 Present
  • 04/2003 → Present
    First Heartland Capital Inc
    Lake St. Louis, MO
Other Businesses

Brian Boedicker. Not investment related. SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Agent/Broker. Start 3/11/13. OWNS A RENTAL PROPERTY. Not investment related. Owns rental house. Sole prop. Owner. Start 10/3/13. FIRST HEARTLAND CONSULTANTS, INC. Investment related. INVESTMENT ADVISORY SERVICES. IAR. Start 10/24/16. Dice or Ducks. Investment Related. TM used on website to market insurance and financial services. Owner. Start 10/24/16. Boedicker and Associates. Investment Related. DBA Marketing insurance and financial services. Owner. Start 3/14/23.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-22
S63 Uniform Securities Agent State Law Examination 1994-04-26
  • S65 Uniform Investment Adviser Law Examination
    2016-06-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-26

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Overland Park, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor