Samuel Hagemann
Samuel Hagemann is a registered investment advisor at First Heartland Consultants, INC., based in Labadie, MO, with 16 years of industry experience. Samuel 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
Labadie, MO
Get directionsHistory
Regulatory History (1)
Criminal
January 2004Other Business ActivitiesSells Insurance
Samuel is an insurance agent since 2015, selling fixed life, health, and property & casualty insurance products, dedicating a few hours per week to each line. He is also an agent/broker for Clark Insurance Agency since 2012, selling insurance products, and provides investment advisory services through First Heartland Consultants since 2015.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.