Scott
Hoff
First Heartland Consultants, Inc
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About this Advisor
Scott Hoff is a certified financial planner and chartered financial consultant operating out of Lake Saint Louis, Missouri with 8 years of relevant experience. Hoff is an employee of First Heartland Consultants, Inc. They have been with First Heartland Consultants, Inc for their entire career. Hoff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Missouri. First Heartland Consultants, Inc is an advisory business based in Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 people on staff. It controls $2 billion in assets under management across its 9,067 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 9,067 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. First Heartland Consultants, Inc performs a number 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 advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by First Heartland Consultants, Inc likely include 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
Scott Hoff Work History
Scott has been registered as a financial advisor for 8 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 Scott Hoff 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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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.
