Heartland Wealth Strategies

Helping You Define Wealth

Wealth can mean different things to different people. But most importantly, what does it mean to you? At Heartland Wealth Strategies, we’ll help you define, plan for, and pursue your definition of wealth. No matter where you are in life, our wealth management team will create manageable strategies to help you strive for your financial goals. We’ll always be focused on helping you strive for financial prosperity, regardless of the size of your investment account.

Retirement Planning

We provide access to a range of investment products to help you develop your portfolio

and plan to pursue a successful retirement.

Wealth Management

Helping you develop a comprehensive plan to address investments, insurance, tax

management, and more.

Insurance

Insurance is a part of your solid financial plan. You can take comfort in knowing you and your family have peace of mind, regardless of what happens.

Our Wealth Management Team.

Monte W. Cross

President

Justin Carlson, CFP®
Wealth Planner

Arika Morrell
Wealth Planner

Brooke VanDegrift
Administrative Assistant

Fill out this form to have a Financial Consultant contact you about a free consultation.

Products and Services

Wealth Management

However, you invest your money, the advisors at Heartland Wealth Strategies provide financial opportunities to investors just like you.

Retirement Planning

We provide access to a wide range of financial services to complement traditional investments.

Education Funding

The advisors at Heartland Wealth Strategies work with you to plan your children’s funding for higher education.

401(k) Rollover Services

Retiring or changing jobs? What should you do with the 401(k) money you’ve accumulated?

Medicare Supplement Insurance

Let Heartland Wealth Strategies help you cover the gaps in your medical coverage.

Life Insurance

Provide your family with peace of mind.

Meet The Team

Learn more about the people behind Heartland Wealth Strategies.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certain insurance products offered through Heartland Wealth Strategies.

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:

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.