Kelly Sue Lesnick
Investment adviser representative at First Heartland Consultants, Inc.
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- First Heartland Consultants, Inc.Feb 2016 to now
- First Heartland Capital IncFeb 2016 to now
- Wright-patterson Officers "spouses" Club (osc)Feb 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
First Heartland Consultants, Inc.
$2.1BAssets managed
6,461Clients
99Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4653371
- Firm CRD
- 110377