Anthony Stumpo
Anthony Stumpo is a registered investment advisor at First Heartland Consultants, INC., based in Grandville, MI, with 7 years of industry experience. Anthony 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
3089 44th ST SW, Grandville, MI, 49418
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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
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.
First Heartland Capital, INC.Broker
State Registrations3 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.
Exams
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