Paul
Johnson
First Heartland Consultants, Inc
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About this Advisor
Paul Johnson is a certified financial planner and chartered financial consultant operating out of Loveland, Colorado who has 13 years of industry experience. Johnson is an advisor for First Heartland Consultants, Inc. They have been employed by First Heartland Consultants, Inc for all of their career. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Iowa, Minnesota, Nebraska, Pennsylvania and Wisconsin. First Heartland Consultants, Inc is a company that has its headquarters in Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 employees. It oversees $2 billion in assets across its 9,067 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 9,067 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. First Heartland Consultants, Inc has a wide range 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. Fees for financial management depend on the type of financial services offered. However, fees billed by First Heartland Consultants, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
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
Paul Johnson Work History
Paul has been registered as a financial advisor for 13 years.*
First Heartland Capital Inc
*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 Paul Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
