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Christopher Scriminger

5 Years of Experience
Sells Insurance

Christopher Scriminger is a registered investment advisor at First Heartland Consultants, INC., based in Grand Junction, CO, with 5 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
Planning is included in investment management (also available separately)

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.

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Location

Grand Junction, CO

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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

Christopher owns Vestal Retirement Solutions, offering investment advisory services and selling insurance products, dedicating nearly full-time hours to this. He also owns rental property, spending minimal time as a landlord.

Employment History
Current Registrations
First Heartland Consultants, INC.
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
October 2020 - February 2023 · 2 yrs 4 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.