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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
RI RA APPROVED 2026-08-19
TX RA APPROVED_RES 2026-07-28
NJ RA APPROVED 2016-11-01
  • RI RA
    APPROVED
    Since 2026-08-19
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • NJ RA
    APPROVED
    Since 2016-11-01

Branch Locations

284 Route 206 Building D, Hillsborough, NJ 08844 • 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
Con-Lyn Properties Avondale PA 05/2001 Present
United Planners' Financial Services Scottsdale AZ 03/2014 11/2016
American Prosperity Group Hillborough NJ 12/2007 Present
Westminster Wealth Management Hillsborough NJ 12/2011 Present
Healing Pt Services / Healing To Wellness Belle Mead NJ 08/2007 Present
Trinity Enterprise Solutions Lynbrook NY 11/2012 Present
First Heartland Capital Inc Lake St Louis MO 11/2016 Present
  • 05/2001 → Present
    Con-Lyn Properties
    Avondale, PA
  • 03/2014 → 11/2016
    United Planners' Financial Services
    Scottsdale, AZ
  • 12/2007 → Present
    American Prosperity Group
    Hillborough, NJ
  • 12/2011 → Present
    Westminster Wealth Management
    Hillsborough, NJ
  • 08/2007 → Present
    Healing Pt Services / Healing To Wellness
    Belle Mead, NJ
  • 11/2012 → Present
    Trinity Enterprise Solutions
    Lynbrook, NY
  • 11/2016 → Present
    First Heartland Capital Inc
    Lake St Louis, MO
Previous Registrations
Other Businesses

Westminster Wealth Management. Investment related. Owner. Sale of insurance and financial products. Start 1/1/08. Healing To Wellness. Not investment related. Administrative. Physical therapy. Start 8/1/07. Society For Financial Awareness. Not investment related. Officer/Director. 501c3 non profit public benefit corp, to provide financial education. Start 5/1/14. MONTGOMERY/ROCKY HILL ROTARY. Not investment related. OFFICER/DIRECTOR. PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND FOSTER PEACE IN THE WORLD. Start 3/1/15. Warner Financial Group. Member. Investment related. Medicare supplement sales. Shares insurance commissions. Start 1/1/22. First Heartland Consultants. Investment related. Investment advisory services. Start 11/1/16.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-28
S63 Uniform Securities Agent State Law Examination 2008-03-17
  • S65 Uniform Investment Adviser Law Examination
    2008-04-28
  • S63 Uniform Securities Agent State Law Examination
    2008-03-17

View on SEC IAPD

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