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

4101 Lake St Louis Blvd, Lake St Louis, MO, 63367

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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 Activities

Andrew works as an Investment Advisory Representative and Compliance Analyst for First Heartland Consultants, Inc.

Employment History
Current Registrations
First Heartland Consultants, INC.
June 2019 - Present · 6 yrs 8 mos
First Heartland Capital, INC.Broker
April 2019 - Present · 6 yrs 10 mos
State Registrations8 states
ALARCOIAMONMORPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.