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Jessica E Durand

Advisor at First Heartland Consultants, Inc. — Hardin, IL Batchtown Rd

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Hardin, IL 62047

First Heartland Consultants, Inc. logo

First Heartland Consultants, Inc.

Multi-team

Total advisors

99

Across 69 offices

Clients per advisor

64 Typical

Avg AUM per client

$294,916 Very Low

HNW client ratio

5% Very Low

About

Jessica Durand is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Heartland Capital Inc. since 2019 and BPS Financial Advisors since 2018. Prior to her advisory roles, she was affiliated with Blackburn College from 2014 to 2018. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Client services

Based on First Heartland Consultants, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on First Heartland Consultants, Inc.

Annuities Income planning Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.

Commissions

Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.

Project-based

Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.

Other

Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.

Location

See office

Hardin, IL Batchtown Rd

2062 Batchtown Rd

Hardin IL 62047

Advisors at this office

1

Most active in

Illinois · Missouri

Work history

7 years of industry experience

First Heartland Capital Inc

2019 - Present • 7 years

Lake St. Louis, MO

BPS Financial Advisors

2018 - Present • 8 years

Hardin, IL

Blackburn College

2014 - 2018 • 4 years

Carlinville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark Y

Series 63, Series 65

Elsah, IL

Exodus Wealth, LLC

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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Carrie B

Series 63, Series 65

Hardin, IL

First Heartland Consultants, Inc.

Carrie Baalman is a financial advisor with First Heartland Consultants, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Baalman has been affiliated with First Heartland Capital, Inc. since 1993 and First Heartland Corporation since 1991. Outside of her advisory role, she is involved in crop management through participation in the Conservation Reserve Program. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based account management, and third-party asset management solutions, delivering advice through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Michael C

ChFC®, Series 63, Series 65

Old Monroe, MO

Wealth Enhancement Advisory Services, LLC

Michael Corgiat is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Keystone Financial Services, LLC, FSC Securities Corporation, The Retirement Group, LLC, and LPL Financial. He is based in Old Monroe, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Patrick H

Series 63, Series 65

Hardin, IL

LPL Financial

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Hurley is also involved in offering Medicare supplement insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul E

Series 63, Series 66

Old Monroe, MO

LPL Financial

Paul Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with LPL Financial since 2011 and concurrently holds roles at Bank of Old Monroe and Uvest Financial Services Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Karie M

Series 63, Series 66

Dow, IL

Edward Jones

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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