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David Michael Hoff

FIRST HEARTLAND CONSULTANTS, INC.·LAKE ST. LOUIS, Missouri
SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOChFC30 years registeredFIRST HEARTLAND CONSULTANTS, INC.
4101 LAKE ST. LOUIS BLVD, LAKE ST. LOUIS, MO 63367CRD# 1058737Firm CRD# 110377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Hoff · LAKE ST. LOUIS, MO
Registration
CRD #1058737 · FIRST HEARTLAND CONSULTANTS, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

FIRST HEARTLAND CONSULTANTS, INC.
Jan 1996 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
Registration record
First registered · January 1, 1996
Years registered · 30
Professional designation · ChFC
03

Disclosure History

2010Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377 · SEC 801-46595
AUM
$1.7B
Regulatory assets under management
Employees
104
9,407 client accounts
Services offered by FIRST HEARTLAND CONSULTANTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FIRST HEARTLAND CONSULTANTS, INC. →
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05

Frequently Asked Questions

What services does David Michael Hoff offer?
David Michael Hoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE ST. LOUIS, Missouri for a consultation.
What are David Michael Hoff's credentials?
David Michael Hoff holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Michael Hoff located?
David Michael Hoff is based in LAKE ST. LOUIS, Missouri, working with FIRST HEARTLAND CONSULTANTS, INC.. Their office serves clients in the LAKE ST. LOUIS metropolitan area and surrounding communities.
How does David Michael Hoff charge for services?
David Michael Hoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST HEARTLAND CONSULTANTS, INC.?
FIRST HEARTLAND CONSULTANTS, INC. has approximately 104 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST HEARTLAND CONSULTANTS, INC.

Julius Joseph Anderson
LAKE ST LOUIS, MO
Brandon Wayne Hall
LAKE ST. LOUIS, MO
Scott M Hoff
LAKE ST. LOUIS, MO
CFPChFC
Zeonia Marie Christy
LAKE ST. LOUIS, MO
Jeanne Ann Jehle
LAKE ST. LOUIS, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
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ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
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