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Terrance Masching

First Heartland Consultants, INC.
41 Years of Experience
Little Rock, AR
1 DisclosureBrokerSells Insurance
View SEC Summary
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Terrance Masching is a registered investment advisor at First Heartland Consultants, INC., based in Little Rock, AR, with 41 years of industry experience. Terrance 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.

First Heartland Consultants, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1501 N University, Suite 568, Little Rock, AR, 72207

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terrance is involved with Masching Financial Group, LLC, focusing on sales and distribution of insurance products since 2008. He also works with First Heartland Consultants, Inc. as an Investment Advisor Representative (IAR) since 2007, and has passive co-ownership of a rental property company since 2013.

Employment History
Current Registrations
First Heartland Consultants, INC.
July 2011 - Present · 15 yrs 3 mos
First Heartland Capital, INC.Broker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
LPL Financial CorporationBroker
November 2008 - September 2010 · 1 yr 10 mos
LPL Financial Corporation
November 2008 - September 2010 · 1 yr 10 mos
UBS Financial Services INC.
July 2005 - November 2008 · 3 yrs 4 mos
UBS Financial Services INC.Broker
July 2005 - November 2008 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
July 2000 - July 2005 · 5 yrs
A. G. Edwards & Sons, INC.Broker
February 2000 - July 2005 · 5 yrs 5 mos
Stephens INC.Broker
September 1998 - January 2000 · 1 yr 4 mos
VALIC Investment Services CompanyBroker
October 1997 - September 1998 · 11 mos
The Variable Annuity Marketing CompanyBroker
June 1985 - September 1998 · 13 yrs 3 mos
State Registrations11 states
ARAZCAFLILLAMOMSSCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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