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Heartland Wealth Strategies

Wealth Management

Our advisors offer wealth management methods that enable us to offer sensible advice, guided by an experienced team. As your objectives change, your advisor will monitor and adjust your portfolio to keep your investments aligned with your goals.

Whether you’re a conservative, middle-of-the-road, or aggressive investor, our Wealth Management team will devise a plan that aligns with your personal needs.
It’s the size of your dreams, not your investment portfolio that matters to us.  Our Wealth Management team works with all size accounts.
Not only do we create a personalized plan, but we monitor that plan and adjust to be sure we are still helping you work toward your goals.
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Heartland Wealth Strategies

Our Advisors offer:

  • Asset Allocation
  • Money Market Funds
  • Mutual Funds
  • Portfolio Management
  • Stocks & Bonds
  • Tax-Deferred Fixed & Variable Annuities
  • Tax-efficient Investments
  • Advisory Platforms

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Heartland Credit Union (“Your Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Credit Union and Heartland Wealth Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Wealth Strategies, and may also be employees of Heartland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Credit Union or Heartland Wealth Strategies. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any other Government Agency | No Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Michigan, Missouri, Nebraska, New Jersey, New York, Oklahoma, Virginia, Washington, and Wyoming.