Dennis Meyer
Dennis Meyer is a CFP-designated registered investment advisor at First Heartland Consultants, INC., based in Indianapolis, IN, with 38 years of industry experience. Dennis 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
6745 S. Gray Road Suite A, Indianapolis, IN, 46237
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Dennis is involved with Meyer Financial Strategies and First Heartland Consultants, Inc., providing investment advisory services. He also owns Meyer Financial Insurance, LLC for tax purposes and is a board member of the Columbus Model A Club.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
First Affiliated Securities, INC.Broker
State Registrations13 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.