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ITEM 1 COVER Pacifist Heartland Consultants, Inc. 4101 Lake Saint Louis Blvd. Lake Saint Louis, MO 63367 (636) 6250900 www.firstheartland.com FORM ADV PART 2A DISCLOSURE BROCHURE Dated March 29, 2021This

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How to fill out form adv part 2a-20210329

01

To fill out Form ADV Part 2A-20210329, follow the steps below:

02

Start by entering the basic details of your firm, such as its name, address, and contact information.

03

Provide information about your firm's ownership structure, including any parent companies or subsidiaries.

04

Describe your firm's investment strategy in detail, including the types of securities you typically invest in and any specific methodologies used.

05

Disclose any conflicts of interest that may arise between your firm and its clients, and explain how you mitigate these conflicts.

06

Provide information about your firm's fee structure, including any management fees, performance fees, or other expenses charged to clients.

07

Detail any disciplinary history your firm may have, including any regulatory actions or legal proceedings.

08

Include a list of your firm's key personnel, along with their qualifications and relevant experience.

09

Provide information about any other services or products offered by your firm, such as financial planning or advisory services.

10

Finally, review the completed form for accuracy and ensure that all necessary attachments and exhibits are included.

11

Note: This is a general guide, and it is recommended to refer to the official instructions provided by the SEC for detailed guidance on filling out Form ADV Part 2A-20210329.

Who needs form adv part 2a-20210329?

01

Form ADV Part 2A-20210329 is required by investment advisers registered with the U.S. Securities and Exchange Commission (SEC).

02

It is a disclosure document that provides information about an investment adviser's business practices, services offered, fees charged, conflicts of interest, and disciplinary history.

03

This form is primarily used to provide transparency to clients and potential clients, helping them make informed decisions when choosing an investment adviser.

04

Therefore, any investment adviser registered with the SEC needs to fill out Form ADV Part 2A-20210329 and make it available to clients.

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What is form adv part 2a-20210329?

Form ADV Part 2A-20210329 is a form that investment advisers registered with the SEC are required to file and update annually.

Who is required to file form adv part 2a-20210329?

Investment advisers registered with the SEC are required to file Form ADV Part 2A-20210329.

How to fill out form adv part 2a-20210329?

Form ADV Part 2A-20210329 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a-20210329?

The purpose of Form ADV Part 2A-20210329 is to provide clients with information about an investment adviser's services, fees, and conflicts of interest.

What information must be reported on form adv part 2a-20210329?

Form ADV Part 2A-20210329 requires investment advisers to disclose information such as their business practices, fees, disciplinary history, and conflicts of interest.

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