Christopher
Scriminger

First Heartland Consultants, Inc

CRD#7308117
Investment Advisor
in Grand Junction, CO

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About this Advisor

Christopher Scriminger is a financial advisor based in Grand Junction, Colorado. Scriminger is on the advisory team at First Heartland Consultants, Inc. Over the course of their career, Scriminger has held roles at Retirement Wealth Advisors LLC, Vestal Retirement Solutions, Chris Scriminger Rental Property, Chris Scriminger and First Heartland Consultants Inc. Scriminger holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Colorado. First Heartland Consultants, Inc is an advisory company that has its headquarters in Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 people on staff. It handles $2 billion in total assets across its 9,067 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 9,067 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business has a wide set of services, such as 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 advisory fee schedules typically are based on the type of services provided. Fee types billed by First Heartland Consultants, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

Grand Junction, 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

Christopher Scriminger Work History

Christopher has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

First Heartland Consultants Inc

2020 - Present (4 years)

Vestal Retirement Solutions

2010 - Present (14 years)

Chris Scriminger Rental Property

2020 - 2023 (3 years)

Retirement Wealth Advisors LLC

2013 - 2020 (7 years)

Chris Scriminger

*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 Christopher Scriminger 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
Adam Harrop
Denver, CO
Joe Selby
Jonesboro, AR
Aaron Minor
Denver, CO
Christopher Fiske
Owatonna, MN
Lawrence Blumenfeld
Rancho Mirage, CA
Ricky Higgins
Spartanburg, SC
Joseph Kinnison
Lake Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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