Carrie Elizabeth Baalman

First Heartland Consultants, INC.

31 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

First Heartland Consultants, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

94 advisors

Number of Clients

6,771 clients

Average Client Portfolio

$262K average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$6.5K

Location

Hardin, IL

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History

Regulatory History (1)

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Customer Dispute

May 2010

Settled

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Other Business ActivitiesSells Insurance

Carrie is involved with BPS Financial, selling and distributing insurance products since 2005, and First Heartland Consultants, providing investment advisory services since 1994. She also manages crops as part of the Conservation Reserve Program.

Employment History

Current Registrations

First Heartland Consultants, INC.

September 2006 - Present · 19 yrs 5 mos

First Heartland Capital, INC.Broker

June 1994 - Present · 31 yrs 8 mos

Previous Registrations

First Heartland Consultants, INC.

July 2001 - December 2004 · 3 yrs 5 mos

State Registrations23 states

AKARAZCACODCFLGAILKYMIMNMONDNYPASCSDTNTXVAVirgin IslandsWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.