Deanna Holmes
Deanna Holmes is a registered investment advisor at First Heartland Consultants, INC., based in Springfield, MO, with 26 years of industry experience. Deanna 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
636 W Republic Road, Suite B108, Springfield, MO, 65802
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2000Other 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.
First Heartland Capital, INC.
First Heartland Capital, INC.Broker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Questar Capital CorporationBroker
Securities America, INC.Broker
Multi-Financial Securities CorporationBroker
1st Global Capital CORP.Broker
State Registrations14 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.