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FIRST HEARTLAND CONSULTANTS, INC.

LAKE ST. LOUIS, MO · CRD 110377 · IAPD ↗ · firstheartland.com · 636-625-0900

$2.09BRegulatory AUM
88Advisory reps
96Employees
42Clients
More than 500Planning clients
0Private funds
52States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — FIRST HEARTLAND CONSULTANTS, INC. now reports custody of client assets ($1.15B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — FIRST HEARTLAND CONSULTANTS, INC. added office(s): 68 -> 71 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — FIRST HEARTLAND CONSULTANTS, INC. grew from 83 to 88 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — FIRST HEARTLAND CONSULTANTS, INC. shrank from 95 to 83 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.