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Troy Lee Thompson

Advisor at First Heartland Consultants, Inc. — Boone, IA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

37 years

Location

Boone, IA 50036

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

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. 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 management for self-directed 401(k) accounts, asset management, and third-party 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

Boone, IA

1213 SE Marshall St

Boone IA 50036

Advisors at this office

2

Most active in

Iowa · Texas

Work history

37 years of industry experience

First Heartland Capital Inc

2002 - Present • 24 years

Lake St. Louis, MO

Thrivent Investment Management

2002 - 2002 • 1 year

Boone, IA

Lutheran Brotherhood Securities Corp.

1999 - 2002 • 3 years

Boone, IA

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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Andrew R

Series 63, Series 65

Boone, IA

Russell Wealth Advisors

Andrew Russell is a financial advisor with Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been associated with Russell Wealth Advisors since 2017 and has prior experience with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and businesses, offering discretionary asset management, financial planning, and consulting. The firm manages roughly $105.6 million in discretionary assets across about 121 client relationships, employing a mix of fundamental, technical, and cyclical analysis with tailored portfolio strategies and ongoing supervision.

General retirement planning General tax planning Charitable giving & philanthropy
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Jon C

Series 63

Slater, IA

Christensen Capital, LLC

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

Active portfolio management
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Gary R

Series 63

Boone, IA

Russell Wealth Advisors

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

General retirement planning General tax planning Charitable giving & philanthropy
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Adam R

Series 63, Series 66

Boone, IA

Russell Wealth Advisors

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

General retirement planning General tax planning Charitable giving & philanthropy
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Edward S

Series 66

Boone, IA

RIA Advisory Group, LLC

Edward Smith III is a financial advisor at RIA Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Visionpoint Advisory Group, LPL Financial, Edward Jones, and Ameriprise. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages assets in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Real estate investing
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David S

Series 63, Series 65, Series 66

Ames, IA

RIA Advisory Group, LLC

David Suntken is a financial advisor at RIA Advisory Group, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Visionpoint Advisory Group, LPL Financial LLC, and Piper Sandler & Co. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using fundamental, technical, and charting analysis, typically on a discretionary basis, and serves nearly 2,000 clients through a multi-office team structure.

Real estate investing
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