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Bruce Snyder

First Heartland Consultants, INC.
25 Years of Experience
Carmel, IN
BrokerSells Insurance
View SEC Summary
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Bruce Snyder is a registered investment advisor at First Heartland Consultants, INC., based in Carmel, IN, with 25 years of industry experience. Bruce 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

3077 E 98th Street, Suite 220, Carmel, IN, 46280

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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

Bruce is involved with The Snyder Financial Group, selling and distributing insurance products since 2017. He is also an Investment Advisor Representative with First Heartland Consultants, Inc. since 2003.

Employment History
Current Registrations
First Heartland Consultants, INC.
September 2003 - Present · 23 yrs 1 mo
First Heartland Capital, INC.Broker
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Thrivent Investment Management INC.
March 2003 - September 2003 · 6 mos
Thrivent Investment Management INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
Lutheran Brotherhood Securities CORP.Broker
July 2001 - July 2002 · 1 yr
State Registrations14 states
CACOFLIAILINMIMNMOOHPASCVAWI
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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