CRD: 110377
First Heartland Consultants, Inc.
$2.1B Total AUM
$1.9B Disc. AUM
-- 3Y CAGR
96 Employees
6,503 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- MeridianBeacon timber +more
- Established Date
- 05-23-1994
- Office Locations
- 67
Office Locations
108 West Vine ST Owatonna MN
11 Mcneece CR Fulton MS
1124 E. Hermitage RD Bayside WI
About First Heartland Consultants, Inc.
First Heartland Consultants supports advisors across RIA and broker-dealer channels, offering flexible portfolio management models (third-party management or rep-as-PM), insurance/BGA access to major carriers, and integrated advisor support. Its single-login, paperless technology platform combines client contact management, a broker workstation, and research tools, with clearing/custody support including Pershing.
Team overview
52 AVG AGE
$23.7M AVG AUM / ADVISOR
$320.8K AVG AUM / CLIENT
10.8 yrs AVG TENURE
96 Employees
88 Advisory Reps
96 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Crest signal Glacier Frontier Radial Alpha matrix Harbor element Insight north
Custodian
Vital atlas Vital north Pathway wave Unison bridge Focus Beacon oak
Investment Themes
Bridge alpha Ember Meridian alpha
Investment Vehicles
Ridge vector Atlas pioneer
Platform
Radial
Services
Beacon harbor Prime Unison Glacier frontier Meridian Prime frontier Value Matrix alpha Zenith
Technology
Prime vector Signal Prime Foundation
Owner & Executives
DAVID MICHAEL HOFF
Chief Executive Officer, President
- CRD
- #1058737
- Ownership
- 75% or more
(634) 732-9873
momentum.matrix@wavecapital.com
in linkedin.com/in/focus-legacy
Z
ZEONIA MARIE CHRISTY
Chief Compliance Officer
- CRD
- #4067924
- Ownership
- Less than 5%
(450) 663-3405
focus.meridian@crestcapital.com
in linkedin.com/in/legacy-legacy
F
Frontier vital
Alpha quantum oak
- CRD
- #26857
- Ownership
- 29.4%
(239) 666-9646
momentum.element@fusioncapital.com
in linkedin.com/in/crest-fusion
Showing 2 of 5 owners & executives
Unlock allContacts
A
AUGUSTUS WILLIAM ABEL III
--
- CRD
- #3176436
(867) 772-3105
oak.eagle@foundationcapital.com
in linkedin.com/in/vital-foundation
C
CARRIE ELIZABETH BAALMAN
Owner
- CRD
- #2379904
(346) 981-4323
catalyst.fusion@signalcapital.com
in linkedin.com/in/north-optima
L
Legacy vertex
Vector glacier
- CRD
- #26710
(818) 536-4665
wave.delta@radialcapital.com
in linkedin.com/in/vector-vertex
Showing 2 of 95 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,879,795,545 | $197,915 |
| Non-Discretionary | $206,152,180 | $1,840,644 |
| Total | $2,085,947,725 | $217,060 |
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Separately Managed Accounts
Total SMA Asset: $2,085,947,725
Equity - Exchange:
16.8% Public Funds:
25.6% Cash:
36.4% Municipal Bonds:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $706,402,707 | 16.8% |
| Public Funds | $1,076,423,173 | 25.6% |
| Cash | $1,530,539,199 | 36.4% |
| Municipal Bonds | $891,412,940 | 21.2% |
| Total | $4,204,778,019 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON CAPITAL | WAVE HARBOR | MF939FH8E | PIZ | 1.77% | $68,865,451 |
| BRIDGE GLACIER | SIGNAL FRONTIER | EDT5KDKJN | XNCVH | 7.90% | $112,937,868 |
| VECTOR CREST VECTOR | SUMMIT FUSION | 3HIPB1XZN | DPH | 0.98% | $11,063,268 |
| DELTA GLACIER | INSIGHT PRIME | 5DXMHJZEG | JUSEX | 9.71% | $96,691,757 |
| BEACON EMBER | CREST DELTA | NFX55WIM1 | SJVJ | 9.46% | $37,483,064 |
| BRIDGE UNISON MOMENTUM | EAGLE RIDGE | GJ00FBX06 | CKRHB | 4.52% | $21,024,590 |
| TIMBER SIGNAL | ATLAS VITAL | ARUQ64YY6 | JCI | 6.36% | $85,120,163 |
| FOCUS BRIDGE ALPHA | BRIDGE PRIME | OQV8MSC3E | KCD | 4.49% | $88,095,817 |