Benjamin
Hubler

First Heartland Consultants, Inc

CRD#7368068
Investment Advisor
in Chambersburg, PA

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About this Advisor

Benjamin Hubler is a financial advisor operating out of Chambersburg, Pennsylvania with 2 years of relevant experience. Hubler is an employee of First Heartland Consultants, Inc. Throughout their career, they have worked at Chambersburg Senior High School, Shippensburg University, Liberty Tax, The Loft, Erickson Financial, The Cottage, Mennohaven and First Heartland Capital Inc. Hubler has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. First Heartland Consultants, Inc is a financial advisory business headquartered in Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 employees. It controls $2 billion in assets under management across its 9,067 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 9,067 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a broad array 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. Fees for financial management typically are based on which service is offered. However, fee types billed by First Heartland Consultants, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

445 Phoenix Dr
Chambersburg, PA 17201

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,466,573,479

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

105

PA Average: 458
Total Number of Accounts

9,067

PA Average: 33,415
Average Account Size

$161,748

PA 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

Benjamin Hubler Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

First Heartland Capital Inc

2020 - Present (4 years)

Erickson Financial

2020 - 2020 (< 1 year)

Liberty Tax

2020 - 2021 (1 year)

The Loft

2019 - 2019 (< 1 year)

Mennohaven

2015 - 2019 (4 years)

Shippensburg University

2014 - 2014 (< 1 year)

The Cottage

2011 - 2015 (4 years)

Chambersburg Senior High School

*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 Benjamin Hubler 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
Robert Turner
Jackson, MS
Matthew Smith
Spartanburg, SC
Lawrence Blumenfeld
Rancho Mirage, CA
Joseph Kinnison
Lake Saint Louis, MO
Aaron Minor
Denver, CO

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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