NV
Nicholas J. Vangeest
FIRST HEARTLAND CONSULTANTS
NEWAYGO, MI 49337
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CRD#: 5874847
NV
Professional summary
Nicholas Jon Vangeest, CFP® is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Newaygo, Michigan and FIRST HEARTLAND CAPITAL, INC. located in Newaygo, Michigan.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Nicholas has worked at 2 firms and has passed the Series 66, Series 63, SIE 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.
Clearwater Wealth Management. Investment related. 3089 44th St SW, Grandville, MI. 49418. Marketing Entity for Sale and Distribution of Insurance Products. Agent/Broker. Start 1/1/21. First Heartland Consultants. Investment related. 4101 LAKE ST LOUIS BLVD, Lake St. Louis, MO. 63367. INVESTMENT ADVISORY SERVICES. IAR. Start 1/1/17. Gerber FCU Investment Services. Investment related. DBA for marketing financial services at the credit union. Start 12/21/10. PFCU Financial Planning. Investment related. DBA used for marketing financial services at the credit union. Start 12/21/10. Drummond Capital Management Group, LLC. Investment related. Entity used for credit union relationships. Start 1/26/23. Rental property. Investment related. Owns rental property in Bear Lake, MI. Start 1/1/24.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Jon Vangeest'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®
CFP®
Start date: 2018
Experience
Current
January 18, 2017 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 300 S Adams Street, Newaygo, MI 49337Office #2: 223 Charlotte Hwy, Portland, MI 48875RIA
CRD#: 110377
NEWAYGO, MI
Current
January 4, 2011 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 300 S Adams Street, Newaygo, MI 49337Office #2: 9077 Charlotte Hwy, Portland, MI 48875BD
CRD#: 32460
Newaygo, MI
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
Alabama(1/4/2021)
RR
Arizona(10/25/2018)
RR
Arkansas(9/27/2021)
IAR
Arkansas(9/27/2021)
RR
California(1/3/2025)
RR
Colorado(10/16/2025)
RR
Florida(5/21/2013)
RR
Michigan(5/3/2011)
IAR
Michigan(1/18/2017)
RR
North Carolina(3/12/2021)
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
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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#: 110377Newaygo, MI 49337TRUST BUT VERIFY
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