Joshua Sievers
Investment adviser representative at First Heartland Consultants, Inc.
16 yearsExperience
1 stateRegistered in
$2.1BFirm assets
32 yearsFirm in business
Are you Joshua Sievers? Claim your profile
Contact this firm
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
16 years in the industry.
- First Heartland Consultants, Inc.Sep 2026 to now
- First Heartland Capital, IncSep 2026 to now
- Equitrust Marketing Serv LLCMar 2010 to Aug 2026
- Farm BureauMar 2010 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5766451
- Firm CRD
- 110377