Clive, IA Office

Team
Updated today

Client AUM

$1,872,718,296

Clients

6,350

Advisors

3

Of 96 advisors across 67 offices

Location

12035 University Ave., Suite 201

Clive IA 50325

Advisors at this office

3

Advisors at this office

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James C

CFP®, Series 63, Series 66

Clive, IA

First Heartland Consultants, Inc.

James Cross is a CFP® professional with 33 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. in Clive, Iowa. He has been with First Heartland Capital Inc. since 2007. Outside of his advisory role, he is involved in non-investment business activities including ownership in Cross and Christensen, LLC, a company focused on executing leases and managing business expenses. 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 a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Joshua S

Series 63, Series 65

Clive, IA

First Heartland Consultants, Inc.

Joshua Sievers is a financial advisor with First Heartland Consultants, Inc. in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining First Heartland Consultants, he worked at Farm Bureau and Equitrust Marketing, both from 2010 to 2026. Outside of advisory work, Sievers has been active as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and participants in employer-sponsored retirement plans. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis.

Annuities Income planning Cash flow / budgeting
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Troy C

CFP®, Series 63, Series 66

Clive, IA

First Heartland Consultants, Inc.

Troy Christensen is a CFP® with 34 years of industry experience and has been with First Heartland Capital Inc since 2007. He holds Series 63 and Series 66 licenses and is based in Clive, IA. Outside of his advisory role, he serves as president of the Madison County chapter of Pheasants Forever, a nonprofit focused on pheasant conservation. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a mix of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation approaches.

Annuities Income planning Cash flow / budgeting
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