John Michael Ellis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 02/2018
  Woodmen Of The World Life Insurance Society
  Omaha, NE
• 09/2016 → 02/2018
  Woodmen Financial Services, Inc.
  Omaha, NE
• 02/2018 → Present
  First Heartland Capital Inc
  Lake St Louis, MO

Other Businesses

Van Wallace Insurance Agency, Investment Related, Property & Casualty Insurance Sales, AGENT/BROKER, Start Date: 02/17/2018 Covenant Financial Group, Investment Related, Marketing insurance and financial services., AGENT/BROKER, Start Date: 02/01/2018 Itawamba County Development Council, Not Investment Related, Help promote and attract new businesses to Itawamba County. Volunteer. 4 hours a month., BOARD MEMBER, Start Date: 09/01/2020 Covenant Financial of Fulton, Investment Related, Marketing insurance and financial services., AGENT/BROKER, Start Date: 02/01/2018 First Heartland Consultants, Inc., Investment Related, Investment advisory services., IAR, Start Date: 04/04/2019 J and M Family Farms, Not Investment Related, Assist family member who is farm owner with farm operations., OTHER, Start Date: 01/01/2006

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-28
• S63 Uniform Securities Agent State Law Examination
  2016-10-08

Other Names

• Mike Ellis
• John M Ellis