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John Dowell

Advisor at First Heartland Consultants, Inc.

Updated today

Location

Monrovia, IN 46157

Credentials

Series 66

Industry experience

10 years

About

John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered 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

125 W Main St

Monrovia, IN 46157

Most active in

Indiana · Texas

Work history

First Heartland Capital Inc

2022 - Present (4 years)

Edward Jones

2015 - 2022 (7 years)

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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Social Security optimization General tax planning Retirement income strategy
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General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance Passive / index investing
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Plainfield, IN

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