Adviser and broker representative · First Heartland Consultants, Inc.
Joseph G. Kinnison
CRD 1880403 · Lake St Louis, MO
At a glance
Joseph G. Kinnison is an investment adviser representative with First Heartland Consultants, Inc. in Lake St Louis, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2004, about 22 years ago. Joseph is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- First Heartland Consultants, Inc.Since December 2021Lake St Louis, MO · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.