What departments does Heritage First have?

Heritage First has employees across 1 departments including Finance.

What is the largest department at Heritage First?

The largest department at Heritage First is Finance with 1 employees.

Where are Heritage First employees located globally?

Heritage First has employees across 1 continents and 1 countries including United States Of America.

How has Heritage First's team size changed over time?

Heritage First's team has remained stable from approximately 4 to 4 employees based on available data.

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Heritage First Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Heritage First is a wealth management firm that assists clients with planning, saving, and investing for the future, aiming to address the common gaps people face in developing and executing their financial plans. The firm serves individuals seeking help in organizing their finances and implementing a structured approach to long‑term goals, with advisory services provided through AE Wealth Management, LLC. Based in Kansas City, Missouri, Heritage First operates within the financial services industry and appears positioned to offer personalized guidance for clients who prefer professional support in managing their finances. The company is relatively small in size and serves a local market, focusing on delivering tailored financial planning and investment advisory services.

Heritage First Global Highlights

North America
5

United States Of America
5

Heritage First's Leadership

E. G.
Partner
Mobile Phone
Email
D. L.
Owner
Mobile Phone
Email
R. H.
Financial Advisor
Mobile Phone
Email

Heritage First Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Accounting
Administrative
Other
Analytics

Contact profiles from Heritage First

Name

Title

Contact Info

Location

Last Update

E. G.
Partner
Mobile Phone
Email
United StatesMissouri
May 25, 2026
D. L.
Owner
Mobile Phone
Email
United StatesMissouri
May 29, 2026
R. H.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Apr 17, 2026

Frequently Asked Questions

What is Heritage First known for?

Heritage First was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 800 West 47th Street Suite 709 Kansas City, Missouri 64112 United States; you can contact the main corporate office by phone at

+1-816-931-****

. Explore Heritage First's company overview page for more information.

What is Heritage First's most common email format?

Heritage First employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage First email formats with LeadIQ.

How many employees does Heritage First have currently?

Heritage First has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Heritage First's key employees and leadership?

As of May 2026, Heritage First's key employees include:

Partner: E. G.
Owner: D. L.
Financial Advisor: R. H.

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Heritage First Employee Directory

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