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Ethan Mark Levin

First Heartland Consultants, Inc.

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About Ethan Mark Levin

Ethan Levin is a financial advisor with over 17 years of experience in the financial services industry. Ethan is currently registered with First Heartland Consultants, Inc. where he provides financial planning and investment management services to individuals, corporations, and charitable organizations. Ethan has been registered as an investment advisor representative in Arkansas since 2019. In addition to his registration in Arkansas, Ethan is also registered as an investment advisor representative in Texas.

Firm Information

Ethan Levin 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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Ethan Levin’s Registration & Firm History

AR

07/05/2022 - Present

First Heartland Consultants, Inc. (LITTLE ROCK AR)

AR

03/22/2010 - 06/23/2017

STEPHENS (LITTLE ROCK AR)

TN

01/14/2008 - 02/08/2010

FTN EQUITY CAPITAL MARKETS CORP. (NASHVILLE TN)

NY

03/29/2001 - 04/23/2004

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan Mark Levin.
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