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Scott M. Hoff
FIRST HEARTLAND CONSULTANTS
LAKE SAINT LOUIS, MO 63367
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CRD#: 5008279
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Professional summary
Scott M Hoff, CFP®, CIMA® is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Lake Saint Louis, Missouri and FIRST HEARTLAND CAPITAL, INC. located in Lake St. Louis, Missouri.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Scott has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 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.
First Heartland Corporation. Investment related. Insurance sales. Start 1/4/05. First Heartland Companies. Investment related. FIELD MARKETING COORDINATOR FOR FIRST HEARTLAND COMPANIES UNDER COMMON OWNERSHIP. Start 1/1/13. Italiano Per Piacere. Not investment related. President. Italian language club where events are organized to promote Italian language. Start 7/22/20 First Heartland Consultants. Investment related. Investment Advisory Services. Start 1/1/15.
CRS (Client Relationship Summary) - RIA
Click below to view Scott M Hoff'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®
Experience
Current
May 28, 2015 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 4101 Lake Saint Louis Blvd., Lake Saint Louis, MO 63367RIA
CRD#: 110377
LAKE SAINT LOUIS, MO
Current
August 18, 2005 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367Office #2: 4101 Lake St. Louis Blvd., Lake St. Louis, MO 63367BD
CRD#: 32460
Lake St. Louis, MO
Past
January 6, 2011 - December 31, 2015
CENTERRE CAPITAL LLC
BD
CRD#: 148091
LAKE ST LOUIS, MO
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
Arizona(10/16/2016)
RR
Arkansas(1/2/2014)
RR
California(1/20/2012)
RR
Florida(1/2/2014)
RR
Georgia(1/6/2014)
RR
Minnesota(7/20/2015)
RR
Missouri(4/3/2006)
IAR
Missouri(5/28/2015)
RR
Tennessee(1/20/2012)
RR
Texas(1/20/2012)
RR
Vermont(1/23/2015)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377Lake Saint Louis, MO 63367TRUST BUT VERIFY
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