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Deanna Holmes

First Heartland Consultants, INC.
26 Years of Experience
Springfield, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Deanna Holmes is a registered investment advisor at First Heartland Consultants, INC., based in Springfield, MO, with 26 years of industry experience. Deanna 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

636 W Republic Road, Suite B108, Springfield, MO, 65802

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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
March 2000
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Deanna is an agent/broker selling insurance products through Holmes & Griffeth, Inc. She also owns and manages rental properties through BSDH Properties LLC and Brightline Enterprises LLC, and is involved with First Heartland Consultants providing investment advisory services.

Employment History
Current Registrations
First Heartland Consultants, INC.
May 2020 - Present · 6 yrs 5 mos
First Heartland Capital, INC.
February 2019 - Present · 7 yrs 8 mos
First Heartland Capital, INC.Broker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
USA Financial Securities Corporation
February 2008 - February 2019 · 11 yrs
USA Financial Securities CorporationBroker
October 2004 - February 2019 · 14 yrs 4 mos
Questar Capital CorporationBroker
January 2003 - October 2004 · 1 yr 9 mos
Securities America, INC.Broker
August 2002 - October 2002 · 2 mos
Multi-Financial Securities CorporationBroker
June 2000 - August 2002 · 2 yrs 2 mos
1st Global Capital CORP.Broker
August 1999 - March 2000 · 7 mos
State Registrations14 states
ARAZCACOFLGAKSKYMIMOOKSDTXVA
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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