David
Erickson

First Heartland Consultants, Inc

CRD#2246751
Investment Advisor
in Chambersburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Erickson is a certified financial planner who works out of Chambersburg, Pennsylvania who has 5 years of industry experience. Erickson is an advisor for First Heartland Consultants, Inc. They have spent their complete career at First Heartland Consultants, Inc. Erickson holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Iowa, Maryland, Minnesota, Oklahoma, Pennsylvania and Virginia. First Heartland Consultants, Inc is a registered investment firm that has its headquarters in Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 financial advisors. It oversees $2 billion in assets among its 9,067 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 9,067 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. First Heartland Consultants, Inc performs a number 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 usually are based on which services are offered. Fees billed by First Heartland Consultants, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

David Erickson Work History

David has been registered as a financial advisor for 5 years.*

2002 - Present (22 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 David Erickson 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

Joe Selby
Jonesboro, AR
Adam Harrop
Denver, CO
Evin Lantz
Rochester, MN
Robert Williams
Memphis, TN
Christopher Fiske
Owatonna, MN
Kevin Lynch
Hillsborough, NJ
Lawrence Blumenfeld
Rancho Mirage, CA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started