Terrance J. Masching

FIRST HEARTLAND CONSULTANTS

LITTLE ROCK, AR 72207

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CRD#: 1370320

Professional summary

Terrance Joseph Masching, who also goes by Terry Joseph Masching, is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Little Rock, Arkansas and FIRST HEARTLAND CAPITAL, INC. located in Little Rock, Arkansas.

Terrance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Terrance has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Joseph Masching

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MASCHING FINANCIAL GROUP, LLC. Investment related. Sales and distribution of insurance products. Start 11/14/08. FIRST HEARTLAND CONSULTANTS, Inc. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 7/9/07. HENDRIX RD PROPERTY. Not investment related. PASSIVE CO-OWNERSHIP OF A RENTAL PROPERTY COMPANY WITH ASSOCIATED FAMILY MEMBER. Start 7/3/13.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Joseph Masching's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2011 - Present

FIRST HEARTLAND CONSULTANTS, INC.

Office #1: 1501 N University Suite 568, Little Rock, AR 72207

RIA

CRD#: 110377

LITTLE ROCK, AR

Current

August 9, 2010 - Present

FIRST HEARTLAND CAPITAL, INC.

Office #1: 1501 N University Suite 568, Little Rock, AR 72207

CRD#: 32460

Little Rock, AR

Past

November 14, 2008 - September 3, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

LITTLE ROCK, AR

Past

November 14, 2008 - September 3, 2010

LPL FINANCIAL LLC

CRD#: 6413

LITTLE ROCK, AR

Past

July 8, 2005 - November 24, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LITTLE ROCK, AR

Past

July 8, 2005 - November 24, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LITTLE ROCK, AR

Past

July 28, 2000 - July 19, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

LITTLE ROCK, AR

Past

February 2, 2000 - July 19, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 4, 1998 - January 6, 2000

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

October 24, 1997 - September 8, 1998

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

June 10, 1985 - September 8, 1998

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.

CRD#: 110377 / SEC#: 801-46595

RIA

Registered Investment Advisory firm - (5/23/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/9/2010)

Arkansas
(8/9/2010)

IAR

Arkansas
(7/8/2011)

California
(4/1/2025)

Florida
(5/20/2011)

Illinois
(8/9/2010)

Louisiana
(1/7/2022)

Mississippi
(1/6/2025)

Missouri
(7/8/2013)

South Carolina
(6/24/2022)

Texas
(11/14/2016)

Wisconsin
(8/9/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/1/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/13/2009

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/27/1992

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.

CRD#: 110377 / SEC#: 801-46595

RIA

Registered Investment Advisory firm - (5/23/1994 Approved)

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Contact information

Main Address

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367

Mailing Address

Phone number

(636) 625-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRST HEARTLAND CONSULTANTS, INC. (2/26/2025)

FIRST HEARTLAND CONSULTANTS INC. APPENDIX 1 TO FORM ADV PART 2A - FIRST HEARTLAND ASSET STRATEGIES WRAP FEE PROGRAM (2/26/2025)

FIRST HEARTLAND CONSULTANTS INC-APPENDIX I TO ADV PART 2A WRAP FEE PROGRAM (2/26/2025)

FIRST HEARTLAND CONSULTANTS, INC.-APPENDIX I TO FORM ADV PART 2A-RETIREMENT PLAN WRAP SERVICES (2/26/2025)

Regulatory assets under management

Total Number of Accounts	9,231
AUM (Assets Under Management)	$ 1,771,078,009

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
08/12/2024	Cover Page	Report
12/07/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terrance J. Masching

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Joseph Masching's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CAPITAL, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

STEPHENS

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

FIRST HEARTLAND CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/1999

Series 63

Date: 6/3/1993

SIE

Date: 10/1/2018

Series 7

Date: 11/2/1998

Series 6

Date: 6/1/1985

Series 24

Date: 2/13/2009

Series 26

Date: 3/27/1992

FINRA

Current Firm

FIRST HEARTLAND CONSULTANTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST HEARTLAND CONSULTANTS, INC.

TRUST BUT VERIFY

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