Carmel, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
First Heartland Consultants, Inc.
Multi-team
Firm-wide stats for First Heartland Consultants, Inc.
About
First Heartland Consultants provides investment advisory and financial planning services to individuals (including high-net-worth clients), businesses, and participants in employer-sponsored retirement plans. Its offerings include personalized asset management across wrap and non-wrap programs, third-party asset management (TAMP) services, financial planning and consulting, and a model-based self-directed brokerage account (SDBA) program for 401(k) participants.
Advisory services are delivered through independent investment adviser representatives (IARs) who provide discretionary portfolio management using a mix of fundamental, technical and cyclical analysis and both strategic and tactical asset-allocation techniques. The firm makes model portfolios available (including fund-of-funds single-ticker models used in the SDBA program), provides ongoing monitoring and annual reviews, and uses custodians such as Schwab and Pershing depending on the program.
Distinctive features include a vertical affiliation with an in-house broker-dealer and insurance businesses and the frequent dual-registration of IARs, which the firm discloses and manages through written policies and supervisory procedures. The brochure also discloses a past SEC enforcement matter (2021) related to disclosure and revenue-sharing practices for which the firm implemented remedial actions, and the firm’s business includes multiple program relationships (SDBA, TAMP and unified managed account offerings) and platform arrangements that shape how advisory services and compensation are delivered.
Based on First Heartland Consultants, Inc.
Expertise
Based on First Heartland Consultants, Inc.
Location
3077 E 98th Street, Suite 220
Carmel IN 46280
Advisors at this office
2
Advisors at this office
Margaret L
Series 66
Carmel, IN
First Heartland Consultants, Inc.
Margaret Loudenburg is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at First Heartland Capital Inc since 2015 and Hanson & Snyder since 2012. 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, asset management, and third-party asset management solutions through a network of independent adviser representatives.
Bruce S
Series 63, Series 66
Carmel, IN
First Heartland Consultants, Inc.
Bruce Snyder Jr. is a financial advisor with First Heartland Consultants, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with First Heartland Capital Inc. since 2003. Additionally, he is involved with The Snyder Financial Group, which focuses on the sale and distribution of insurance products. 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.
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