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Craig Timothy Heien

First Heartland Consultants, Inc.

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About Craig Timothy Heien

Craig Timothy Heien is a financial professional with over 23 years of experience in the industry. Craig is a registered representative of First Heartland Consultants, Inc. and is currently licensed in 17 states. Craig has experience with a wide range of clients including individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Prior to joining First Heartland Consultants, Inc., Craig was associated with THRIVENT INVESTMENT MANAGEMENT INC. and FIRST HEARTLAND CAPITAL, INC. Craig is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Craig Heien is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Heien’s Registration & Firm History

SD

06/13/2023 - Present

First Heartland Consultants, Inc. (SIOUX FALLS SD)

SD

10/28/1999 - 03/13/2007

THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX FALLS SD)

MO

01/02/2003 - 01/14/2003

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Timothy Heien.
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