Adam Harrop
Adam Harrop is a registered investment advisor at First Heartland Consultants, INC., based in Denver, CO, with 7 years of industry experience. Adam 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
Denver, CO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an investment advisor representative with First Heartland Consultants Inc. and part owner of Papaya Sue LLC, an online clothing retailer. He also works as an agent/broker selling fixed life and health insurance through AM Insurance Services, Inc. dba AM Retirement Services, is a relationship manager at BYU Idaho, and sells Medicare Advantage plans.
Employment History
Current Registrations
First Heartland Capital, INC.
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
3 Peaks Financial
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations5 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.