Daniel Orellano
Daniel Orellano is a registered investment advisor at First Heartland Consultants, INC., based in Little Rock, AR, with 41 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
Little Rock, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is involved with Dorel LLC, a non-investment related LLC created for business expenses, and has been since 2019. He also provides investment advisory services through First Heartland Consultants since 2012.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.Broker
St. Bernard Financial Services, INC.Broker
Orellano Capital Management Company
Orellano Capital Management Company
1717 Capital Management CompanyBroker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
Delta Financial Investment CorporationBroker
Brittenum & Associates, INC.Broker
State Registrations2 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.