Adam Keith Harrop

First Heartland Consultants, INC.

7 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

First Heartland Consultants, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

94 advisors

Number of Clients

6,771 clients

Average Client Portfolio

$262K average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$6.5K

Location

Denver, CO

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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.

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.