David Hoff
David Hoff is a ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Lake St. Louis, MO, with 42 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
4101 Lake St. Louis Blvd, Lake St. Louis, MO, 63367
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
David is the owner of First Heartland Corporation (an insurance general agency), First Heartland Consultants (an IAR providing investment advisory services), Boulevard Properties and Triton Properties LLC (real estate investments), and Elite Partners LLC (a producer group). All of these activities started between 2005 and 2017.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Centerre Capital LLCBroker
Protective Equity Services, INC.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Titan Capital CorporationBroker
Fsc Securities CorporationBroker
Cna Investor Services, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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