Samuel M Hagemann

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

Authority	Category	Status	Date
MO	RA	APPROVED	2015-02-13

MO RA
APPROVED

Since 2015-02-13

Branch Locations

Labadie, MO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Heartland Capital Inc	Lake St Louis	MO	02/2015	Present

02/2015 → Present

First Heartland Capital Inc

Lake St Louis, MO

Previous Registrations

2010-02-10 → 2015-02-12

Mml Investors Services, Llc

Chesterfield, MO

Other Businesses

INSURANCE AGENT. Investment related. LINES INCLUDE: FIXED LIFE INS PRODUCTS, HEALTH INS AND PROPERTY & CASUALTY INS. Owner. APPROX 5-10 HOURS PER MONTH SPENT ON EACH OF THESE LINES. Start 1/27/15. Clark Insurance Agency - Not investment related. Agent/broker. Sale of insurance products. Start 1/1/12. First Heartland Consultants. Investment related. IAR. Investment advisory services. Start 2/13/15. Hagemann Financial Group LLC. Investment related. Member. LLC for tax purposes. Start 5/2/25.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-03
S63	Uniform Securities Agent State Law Examination	2009-08-25

S65 Uniform Investment Adviser Law Examination

2009-12-03
S63 Uniform Securities Agent State Law Examination

2009-08-25

Other Names

Sam Hagemann

View on SEC IAPD