Deanna L. Holmes

FIRST HEARTLAND CONSULTANTS

SPRINGFIELD, MO 65802

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CRD#: 3237369

Professional summary

Deanna Lynn Holmes, who also goes by Deanna Lynn Davis, is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Springfield, Missouri and FIRST HEARTLAND CAPITAL, INC. located in Camdenton, Missouri.

Deanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Deanna has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deanna Lynn Davis

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.

HOLMES & GRIFFETH, INC. Investment related. Agent/Broker. Sale of insurance products. Start 10/1/02. 636 W. REPUBLIC RD. SUITE B108. SPRINGFIELD, MO 65807. BSDH Properties LLC - Not investment related - Own and manage rental properties. Start 9/1/16 Brightline Enterprises LLC - Not investment related - Own and manage rental properties - 50% owner - Start 10/4/13. First Heartland Consultants - Investment related - Investment advisory services - Start 5/27/20. Brightline Inc. - Part Owner - Not investment related - corporation is minor partner in Brightline Enterprises - Start 12/9/22. David Orchards LC - Manager - Not investment related - Former orchard - no longer operational. Start 12/9/22.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Lynn Holmes'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

May 27, 2020 - Present

FIRST HEARTLAND CONSULTANTS, INC.

Office #1: 636 W Republic Road Suite B108, Springfield, MO 65802

RIA

CRD#: 110377

SPRINGFIELD, MO

Current

February 5, 2019 - Present

FIRST HEARTLAND CAPITAL, INC.

Office #2: 636 W. Republic Road Suite G100, Springfield, MO 65807

CRD#: 32460

Camdenton, MO

Past

February 1, 2008 - February 4, 2019

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

SPRINGFIELD, MO

Past

October 1, 2004 - February 4, 2019

USA FINANCIAL SECURITIES LLC

CRD#: 103857

SPRINGFIELD, MO

Past

January 6, 2003 - October 5, 2004

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

Past

August 12, 2002 - October 29, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

June 23, 2000 - August 7, 2002

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 2, 1999 - March 10, 2000

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, 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
(1/3/2025)

Arkansas
(1/18/2023)

IAR

Arkansas
(1/18/2023)

California
(1/3/2023)

Colorado
(1/4/2023)

Florida
(1/4/2023)

Georgia
(1/6/2023)

Kansas
(1/3/2023)

Kentucky
(1/9/2023)

Michigan
(1/4/2023)

Missouri
(2/5/2019)

IAR

Missouri
(5/27/2020)

Oklahoma
(1/17/2023)

South Dakota
(8/24/2023)

Texas
(2/15/2023)

IAR

Texas
(2/16/2023)

Virginia
(1/2/2025)

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: 5/22/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/1999

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

Firm Stability Insights

Deanna L. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Lynn Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CAPITAL, INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

QUESTAR CAPITAL CORPORATION

SECURITIES AMERICA, INC.

CETERA ADVISORS LLC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

FIRST HEARTLAND CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2020

Series 66

Date: 9/10/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/30/1999

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.

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