Samuel Hagemann
Samuel Hagemann is a registered investment advisor at First Heartland Consultants, INC., based in Labadie, MO, with 17 years of industry experience. Samuel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
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.