First Heartland Consultants
44yrs
Top 1% by experience in Missouri
44yrs
Based in Lake St. Louis, Missouri, David Hoff is a fiduciary financial advisor with 44 years of industry experience. David joined First Heartland Consultants in 1996, a firm offering financial planning, investment management, and retirement plan consulting. David holds the ChFC designation.
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor by experience in Lake St. Louis
Office4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$294,916
Advisors at the firm99
States licensed ?2 states
Services through First Heartland Consultants
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1996 – nowFirst Heartland Consultants, Inc.Current firm
Contact David
(636) 625-0900First Heartland Consultants main office 4101 Lake St. Louis BlvdLake St. Louis, MO 63367Office · Get directions LinkedIn pageFirst Heartland Consultants
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call First Heartland Consultants at (636) 625-0900 and ask for David Hoff. David works from the Lake St. Louis, MO office.
How long has David been a financial advisor?
David has been in the industry since 1982, about 44 years. Top advisor by experience in Lake St. Louis.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
First Heartland Consultants reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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