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JW

Jennifer N. Willenbrink

FIRST HEARTLAND CAPITAL
Lake St. Louis, MO 63367
Some features on this profile are disabled
CRD#: 6935990
JW

Professional summary

Jennifer N Willenbrink, who also goes by Jennifer N Mccarty, is a registered financial professional currently at FIRST HEARTLAND CAPITAL, INC. located in Lake St. Louis, Missouri.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2018. Jennifer has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer N Mccarty

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer N Willenbrink'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

September 20, 2018 - Present

FIRST HEARTLAND CAPITAL, INC.

Office #1: 4101 Lake St. Louis Blvd., Lake St. Louis, MO 63367
BD
CRD#: 32460
Lake St. Louis, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/22/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FH
FIRST HEARTLAND CAPITAL, INC.
FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460 / SEC#: , 8-46008

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4101 Lake St. Louis Blvd., Lake St. Louis, MO 63367
Mailing Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Phone number
(636) 625-0900
Established
Missouri since 10/01/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HOFF, DAVID MICHAELPRESIDENT1058737
CHRISTY, ZEONIA MCHIEF COMPLIANCE OFFICER4067924
HALL, BRANDON WAYNECHIEF INFORMATION OFFICER5113480
HOFF, SCOTT MCHIEF OPERATIONS OFFICER5008279
JEHLE, JEANNE ANNFINOP4885198

Disclosures

Regulatory Event3

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 CAPITAL, INC.

CRD#: 32460Lake St. Louis, MO 63367

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