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Christopher Fiske

4 Years of Experience
BrokerSells Insurance

Christopher Fiske is a registered investment advisor at First Heartland Consultants, INC., based in Owatonna, MN, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
Planning is included in investment management (also available separately)

First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.

They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.

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Location

108 West Vine St, Owatonna, MN, 55060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher serves as a Chaplain in the Iowa Army National Guard, providing religious support to soldiers. He also provides investment advisory services through First Heartland Consultants, is involved in marketing for insurance sales and financial services through Renovo Financial Partners, and is a financial manager and part owner of Steel Toe Games.

Employment History
Current Registrations
First Heartland Capital, INC.Broker
March 2022 - Present · 4 yrs 1 mo
First Heartland Consultants, INC.
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
September 2021 - February 2022 · 5 mos
Thrivent Investment Management INC.Broker
August 2021 - February 2022 · 6 mos
State Registrations4 states
AZIAMNWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Fiske - Financial Advisor | TrueAdvisor