Advisors at this firm
John E
Series 63, Series 65
Fulton, MS
First Heartland Consultants, Inc.
John Ellis is a financial advisor with First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Woodmen Financial Services, Inc., Woodmen Of The World Life Insurance Society, and Whelin Security. Outside of advisory work, he serves as a volunteer board member of the Itawamba County Development Council and assists with family farm operations. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.
Roger L
Series 63, Series 65
Chesterfield, MO
First Heartland Consultants, Inc.
Roger Lintner is a financial advisor with First Heartland Consultants, Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he participates in an investment club that maintains an account with TD Ameritrade. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management services, utilizing model-based management and third-party asset management solutions delivered through a network of independent investment adviser representatives.
Christopher F
Series 66
Owatonna, MN
First Heartland Consultants, Inc.
Christopher Fiske is a financial advisor with First Heartland Consultants, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining First Heartland, he worked at Thrivent Financial and served as a chaplain in the Iowa Army National Guard from 2013 to 2021, where he provided religious support and supervised other chaplains. Outside of his advisory role, he is a part-owner and financial manager of Steel Toe Games. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
Rodney R
Series 63, Series 65
St Louis, MO
First Heartland Consultants, Inc.
Rodney Ragsdale is a financial advisor with First Heartland Consultants, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with First Heartland Capital Inc since 1999. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
Dennis S
Series 63, Series 66
Valparaiso, IN
First Heartland Consultants, Inc.
Dennis Sikorski is an investment advisor with First Heartland Consultants, Inc. in Valparaiso, IN, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been associated with First Heartland Capital, Inc. since 2002 and has operated under his own name since 1994. Outside of his advisory work, he is involved with Talking Numbers, LLC, a non-investment-related business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent representatives.
Dylan S
Series 63, Series 65
Vancouver, WA
First Heartland Consultants, Inc.
Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.
Brian S
Series 66
Springfield, MO
First Heartland Consultants, Inc.
Brian Standage is a financial advisor with First Heartland Consultants, Inc. in Springfield, Missouri, holding a Series 66 designation and 19 years of industry experience. He has worked at First Heartland Capital since 2019 and previously at USA Financial Securities Corporation for 13 years. Standage is also involved with Holmes & Griffeth, Inc., where he participates in life insurance and annuity sales. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.
David P
Series 66
San Mateo, CA
First Heartland Consultants, Inc.
David Pryor is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc. since 2001, Marquis Financial Services Inc. since 1999, and Crisali, Sciahica & Woodward since 1980. Outside of investment advisory, he is involved in CPA, bookkeeping, and tax services through Crisafi, Pryor, Farquhar, and owns an equipment leasing business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.
Sarah P
Series 66
Lake St Louis, MO
First Heartland Consultants, Inc.
Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
Kevin L
Series 66
Hillsborough, NJ
First Heartland Consultants, Inc.
Kevin Lynch Jr. is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Phoenix Financial Solutions and Bizti. Lynch is also involved with Westminster Wealth Management, where he engages in marketing insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.
James C
CFP®, Series 63, Series 66
Clive, IA
First Heartland Consultants, Inc.
James Cross is a CFP® professional with 33 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. in Clive, Iowa. He has been with First Heartland Capital Inc. since 2007. Outside of his advisory role, he is involved in non-investment business activities including ownership in Cross and Christensen, LLC, a company focused on executing leases and managing business expenses. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.
Kelly L
Series 66
Boerne, TX
First Heartland Consultants, Inc.
Kelly Lesnick is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with First Heartland Capital Inc since 2016. Outside of his advisory role, Lesnick is a member of the Wright-Paterson Officers "Spouses" Club. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
Curtis P
Series 63, Series 65
Londonderry, NH
First Heartland Consultants, Inc.
Curtis Porter is a financial advisor with First Heartland Consultants, Inc. in Londonderry, NH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with First Heartland Capital since 2009. Outside of his advisory role, he is involved in tax preparation services through Porter Tax Preparation Services, LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.
Ryan B
CFP®, Series 66
Hillsborough, NJ
First Heartland Consultants, Inc.
Ryan Beyel is a CFP® with 11 years of industry experience, currently serving as an advisor at First Heartland Consultants, Inc. since 2019. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2019. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.
Jeanne J
Series 66
Lake Saint Louis, MO
First Heartland Consultants, Inc.
Jeanne Jehle is a financial advisor with First Heartland Consultants, Inc. She holds a Series 66 designation and has 20 years of industry experience. Jeanne has worked with Centerre Capital, LLC since 2008 and has been with First Heartland Capital Inc. since 2004. In addition to her advisory role, she provides tax preparation and legal advice outside of normal business hours. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.