Sarah Julia Payne
Investment Adviser Representative at First Heartland Consultants, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sarah Julia Payne is an investment adviser representative with First Heartland Consultants, Inc. in Lake St Louis, MO, where they have been registered since 2022. They have worked in the securities industry since 2021. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
4 states and territories
Illinois, Missouri, South Carolina, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Children's PlaceFeb 2011 – Dec 2016Lake St Louis, MO
- JC PenneyDec 2016 – Jun 2017Lake St Louis, MO
- KirklandsJun 2017 – Feb 2021Wentzville, MO
- First Heartland Capital IncFeb 2021 – no end date reportedLake St Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Heartland Consultants, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Broker Dealer, RIA (supporting third-party management and Rep as PM), and BGA (representing all major carriers); technology solutions including paperless order processing, CRM support, block trading platform, compliant video conferencing, and Google Workspace collaboration tools
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 93
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Lake St. Louis, MO
- Founded:
- 1984
- SEC file number:
- 801-46595
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at First Heartland Consultants, Inc.
Showing 12 of 93 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Julia Payne has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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