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  • Fiercely Independent Culture
    Our BD, RIA, and BGA are 100% privately owned. We focus our time and resources on creating a greater long-term home rather than maximizing short-term revenue for the firm
  • Financial Firm Built Around Relationships
    Established in 1984, First Heartland has built it's business around long-term relationships with advisors and staff.
  • Technology Is An Equalizer
    Our strong investments in technology allow us to compete with large firms while still allowing you to know and grow long-term relationships with the home office

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WELCOME TO FIRST HEARTLAND®

RIA

Our RIA adapts to your business. Whether you are looking towards 3rd party management or Rep as PM, we have the solution.

RIA

Our RIA adapts to your business. Whether you are looking towards 3rd party management or Rep as PM, we have the solution.

First Heartland® seeks to work with advisors who have the same core valus and business philosophy as we do: always doing the right thing for the client. 

First Heartland® seeks to work with advisors who have the same core valus and business philosophy as we do: always doing the right thing for the client. 

BGA

FHC® represents all major carriers with more than 30+ years of experience, with access to products and carriers that you may not find somewhere else.

BGA

FHC represents all major carriers with more than 30+ years of experience, with access to products and carriers that you may not find somewhere else.

Responsive to changing needs of advisors, FHC® provides innovative technology solutions that simplify processing and enhance field communication.

Responsive to changing needs of advisors, FHC® provides innovative technology solutions that simplify processing and enhance field communication.

Why Choose First Heartland®?

Our team of highly experienced professionals is committed to providing our partners and clients with the best possible support. We take the time to learn more about them and their business in order to customze our services and product options to their specific needs.

The Growth Mindset Is Key

First Heartland® is commited to helping you grow an efficient and profitable business that allows you put the focus back on the clients

Our Technology Invests In You

First Heartland® offers you innovative technology solutions that are both powerful and user-friendly. All of our programs are available in one place - so you only need one log-in to take advantage of all the services we offer. Our platform provides a paperless office featuring client contact management, a broker workstation, extensive research information and more...

Paperless Order Technology

The First Heartland® workflow system allows for paperless openings of brokerage accounts, life insurance, and annuities

Commitment To Transparency

First Heartland® invests in technology that allows you to track how your needs are being processed by the home office at any time

Google Workspace

In addition to email, First Heartland® offers cloud collaboration tools that allow you to take your important documents wherever you go

CRM Expertise

First Heartland® is able to offer CRM discounts and strategize with you on how to optimize your CRM to your needs

Compliant Ready Video Conferencing

The Google® platform allows you to schedule virtual client presentations with the click of a button

Block Trading Platform

First Heartland® can help you grow your fee based business by managing your clients through model portfolios that you are able to trade on demand

Here At First Heartland® We Are Driven By Innovation

Our services provide a key source of new business for our clients, helping them to grow and build a pipeline for generating sales and referrals.

Meet Our Team

Here at First Heartland®, our experienced staff is committed to building lasting, reliable partnerships through a proven infrastructure of support and service.

39
Years In Business
50
Carriers We Work With
500
Financial Professionals
1600000000
Assets Under Management

Testimonials

Take a Look Inside First Heartland®

We understand that everyone has a preferred way to stay in touch.
Here at First Heartland® we offer a wide variety of ways for you to get the answers you need quickly.
Whether you prefer to communicate via phone, fax, or email, we make sure to keep you up & and ready for success!

Connect With Us