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Augustus Abel

First Heartland Consultants, INC.
27 Years of Experience
Powell, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Augustus Abel is a registered investment advisor at First Heartland Consultants, INC., based in Powell, OH, with 27 years of industry experience. Augustus 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
—
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Location

Powell, OH

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Augustus is involved with Abel Financial Strategies, selling and distributing insurance products, and First Heartland Consultants, providing investment advisory services. He also serves as an officer and board member for Henson Bowling Academy, focusing on budget, finance, and curriculum.

Employment History
Current Registrations
First Heartland Consultants, INC.
November 2009 - Present · 16 yrs 11 mos
First Heartland Capital, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
January 2004 - November 2009 · 5 yrs 10 mos
Thrivent Investment Management INC.Broker
July 2002 - November 2009 · 7 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
January 1999 - July 2002 · 3 yrs 6 mos
State Registrations15 states
AZCTFLILINKSMIMONCNJNYOHORSCWI
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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