Adam
Harrop

First Heartland Consultants, Inc

CRD#5622903
Investment Advisor
in Denver, CO

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About this Advisor

Adam Harrop is a financial advisor based out of Denver, Colorado with 3 years of industry experience. Harrop is on the advisory team at First Heartland Consultants, Inc. Throughout their career, they have worked at Am Retirement Services, Harrop Enterprises, First Heartland Capital Inc, Progrexion Teleservices, Asurea, 3 Peaks Financial, 3 Peaks Financial Advisors, LLC and Byu - Idaho. Harrop holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado, Idaho and Texas. First Heartland Consultants, Inc is a registered investment company headquartered in Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 employees. It administers $2 billion in assets between its 9,067 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 9,067 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. First Heartland Consultants, Inc provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. Fee types charged by First Heartland Consultants, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Denver, CO

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,466,573,479

CO Average: $11,469,110,461
Total Number of Employees

105

CO Average: 458
Total Number of Accounts

9,067

CO Average: 33,415
Average Account Size

$161,748

CO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adam Harrop Work History

Adam has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

First Heartland Capital Inc

2020 - Present (4 years)

Byu - Idaho

2020 - 2020 (< 1 year)

3 Peaks Financial

2020 - 2020 (< 1 year)

3 Peaks Financial Advisors, LLC

2019 - 2020 (1 year)

First Heartland Capital Inc

2019 - 2020 (1 year)

Am Retirement Services

2018 - 2020 (2 years)

Am Retirement Services

2018 - 2018 (< 1 year)

Harrop Enterprises

2013 - 2019 (6 years)

Progrexion Teleservices

2013 - 2013 (< 1 year)

Asurea

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Harrop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Heartland Consultants, Inc

Evin Lantz
Rochester, MN
Joe Selby
Jonesboro, AR
Adam Harrop
Denver, CO
Matthew Smith
Spartanburg, SC
Jason Wilson
Lake Saint Louis, MO
Ricky Higgins
Spartanburg, SC
Lawrence Blumenfeld
Rancho Mirage, CA
Daniel Orellano
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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