FIRST HEARTLAND CONSULTANTS, INC.

4101 Lake St. Louis Blvd
Lake St. Louis, Missouri 63367
Tel: 636-625-0900

About FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CONSULTANTS, INC, formally registered with the SEC as FIRST HEARTLAND CONSULTANTS, INC. The firm was established in 05/23/1994. They have over 69 offices throughout the country.

FIRST HEARTLAND CONSULTANTS, INC. is a Lake St. Louis, Missouri based Financial Planning firm with nearly $1,771,078,009 assets under management, offering retirement planning & investment advisory services to 9231 clients. The firm is staffed with 92 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110377
SEC#	801-46595
Assets Managed by Firm	$1,771,078,009
No. of Clients	9231
No. of Advisors	92

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	9231	$1,771,078,009
Individuals (other than high net worth individuals)	6450	$1,219,806,139
High net worth individuals	215	$362,996,550
Pension and profit sharing plans	83	$174,086,751
Charitable organizations	11	$3,412,633
Corporations or other businesses	12	$10,775,936

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