AS
AS

Anthony J Stumpo

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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
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Location

3089 44th ST SW, Grandville, MI, 49418

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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

Anthony is involved in several investment-related activities, including marketing insurance and financial services, acting as an IAR, and using DBAs for marketing at credit unions. He also serves as a board member for the National Dodgeball Association and the National Collegiate Dodgeball Association and is a licensed insurance agent selling Medicare.

Employment History
Current Registrations
First Heartland Consultants, INC.
April 2019 - Present · 6 yrs 10 mos
First Heartland Capital, INC.Broker
January 2019 - Present · 7 yrs 1 mo
State Registrations3 states
FLMINC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.