Vancouver, WA Office

Team
Updated today

Client AUM

$1,872,718,296

Clients

6,350

Advisors

2

Of 96 advisors across 66 offices

Location

12500 SE Second Circle, Suite 207

Vancouver WA 98684

Advisors at this office

2

Advisors at this office

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Dylan S

Series 63, Series 65

Vancouver, WA

First Heartland Consultants, Inc.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. 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 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Brittany C

Series 66

Vancouver, WA

First Heartland Consultants, Inc.

Brittany Cross is a financial advisor with First Heartland Consultants, Inc. in Vancouver, WA, holding a Series 66 license and bringing 20 years of industry experience. Her career includes tenures at First Heartland Capital Inc. and D.A. Davidson & Co., as well as leadership roles in Cross Limited Partnership dba Labyrinth Financial. Outside of her advisory work, she volunteers as a youth soccer assistant coach. 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 a range of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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