Heritage First Employee Directory

Q: What is Heritage First known for?

Heritage First was founded in 2005. Heritage First operates in the Financial Services industry.

Q: How many employees does Heritage First have currently?

Heritage First has approximately 8 employees.

Financial ServicesMissouri, United States2-10 Employees

Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.  Since most people lack the time, temperament and knowledge to develop and execute their own financial plan, we assist clients in their ideal way.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3159857 - 07/25

Find Heritage First employees' phone numbers or email addresses

Heritage First Global Highlights

North America
3

United States Of America
3

Heritage First's Leadership

E. G.
Partner
Mobile Phone
Email
D. L.
Owner
Mobile Phone
Email

Heritage First Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Accounting
Administrative
Other

Contact profiles from Heritage First

Name

Title

Contact Info

Location

Last Update

E. G.
Partner
Mobile Phone
Email
United StatesMissouri
Nov 20, 2025
D. L.
Owner
Mobile Phone
Email
United StatesMissouri
Oct 20, 2025

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 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 February 2026. These team members are located across 1 continents, including North America.

Who are Heritage First's key employees and leadership?

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

Partner: E. G.
Owner: D. L.

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