Joseph G. Kinnison

FIRST HEARTLAND CONSULTANTS

LAKE ST LOUIS, MO 63367

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CRD#: 1880403

Professional summary

Joseph Gilbert Kinnison is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Lake St Louis, Missouri and FIRST HEARTLAND CAPITAL, INC. located in Lake St. Louis, Missouri.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Joseph has worked at 7 firms and has passed the Series 7TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Gohomefish, LLC; President: publishing; start date 2016, hours per month - 10, duties include book writing Passive investor in 2 apartment projects. Investment related. Start 1/1/16. First Heartland Consultants. IAR. Investment related. Investment advisory services. Start 12/2/21. Louis Zeile & Associates. Officer. Investment related. Residential real estate. Start 10/1/22.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Gilbert Kinnison'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

December 2, 2021 - Present

FIRST HEARTLAND CONSULTANTS, INC.

Office #1: 4101 Lake St Louis Blvd, Lake St Louis, MO 63367

RIA

CRD#: 110377

LAKE ST LOUIS, MO

Current

March 16, 2022 - Present

FIRST HEARTLAND CAPITAL, INC.

Office #1: 4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367

CRD#: 32460

Lake St. Louis, MO

Past

November 22, 2012 - July 17, 2014

ARGENT CAPITAL MANAGEMENT LLC

RIA

CRD#: 107930

CLAYTON, MO

Past

May 13, 2004 - June 12, 2012

KENNEDY CAPITAL MANAGEMENT

RIA

CRD#: 105834

ST. LOUIS, MO

Past

April 25, 2002 - October 4, 2003

CONSOLIDATED FINANCIAL INVESTMENTS, INC.

CRD#: 18810

CLAYTON, MO

Past

October 19, 2001 - December 19, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 19, 2001 - March 1, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Missouri
(12/2/2021)

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.

Exams

General Industry/Product Exam

Series 7TO

Date: 3/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/16/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/14/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/18/2001

General Securities Representative 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

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Joseph G. Kinnison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Gilbert Kinnison's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CAPITAL, INC.

ARGENT CAPITAL MANAGEMENT LLC

KENNEDY CAPITAL MANAGEMENT

CONSOLIDATED FINANCIAL INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FIRST HEARTLAND CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 7TO

Date: 3/16/2022

SIE

Date: 3/16/2022

Series 3

Date: 11/14/2001

Series 7

Date: 10/18/2001

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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