SB
Scott G. Bybee
FIRST HEARTLAND CONSULTANTS
MEDFORD, OR 97504
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CRD#: 2723518
SB
Professional summary
Scott Gerald Bybee, who also goes by Scott Gerald Bybre, is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Medford, Oregon and FIRST HEARTLAND CAPITAL, INC. located in Medford, Oregon.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Scott has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Gerald Bybre
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.
INNOVATIVE INVESTMENT SERVICES (DBA). Investment related. SALE OF FIXED INSURANCE PRODUCTS. Start 1/31/05. Scott Bybee LLC. Not investment related. Business condo. Start 6/10/07. SUPERIOR COURT CONDO ASSOCIATION. Not investment related. PRESIDENT. Start 9/1/07. First Heartland Consultants. Investment related. IAR. Investment advisory services. Start 2/26/1996.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Gerald Bybee's 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®
NoneExperience
Current
October 5, 1998 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 670 Superior Court Suite 204, Medford, OR 97504RIA
CRD#: 110377
MEDFORD, OR
Current
November 6, 1996 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 670 Superior Court Suite 104, Medford, OR 97504BD
CRD#: 32460
Medford, OR
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".
FH
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.RR
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
RR
Alaska(3/16/2015)
RR
Arizona(9/23/2008)
RR
California(4/19/2000)
IAR
California(10/27/2008)
RR
Colorado(2/24/2023)
RR
Florida(2/17/2015)
RR
Hawaii(11/24/2009)
IAR
Hawaii(12/9/2009)
RR
Idaho(11/2/2006)
IAR
Idaho(5/29/2012)
RR
Michigan(4/14/2015)
RR
Montana(5/17/2012)
RR
Nevada(11/7/2002)
IAR
Nevada(1/3/2017)
RR
New Jersey(4/14/2011)
IAR
New Jersey(9/3/2013)
RR
New York(2/24/2023)
RR
North Carolina(2/5/2024)
RR
Oklahoma(10/11/2024)
RR
Oregon(11/6/1996)
IAR
Oregon(10/5/1998)
RR
Tennessee(6/3/2020)
RR
Texas(8/28/2013)
IAR
Texas(8/30/2013)
RR
Utah(4/19/2000)
IAR
Utah(10/28/2008)
RR
Virginia(3/17/2022)
RR
Washington(2/5/2002)
IAR
Washington(11/15/2011)
RR
Wyoming(2/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FH
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)Upgrade to AdvisorCheck Premium
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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
92
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
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 | ||
| 08/12/2024 | ||
| 12/07/2023 |
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.
Company Information
FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377Medford, OR 97504TRUST BUT VERIFY
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