A complete list of active advisors currently associated with Heartland Financial Planners

Warmer can help you find a great advisor at Heartland Financial Planners or one who fits your needs even better.

Heartland Financial Planners, LLC is a state-registered, fee-only investment adviser that provides comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth individuals, and small business owners. The firm is newly formed and, as disclosed in its brochure, has not yet commenced managing client assets. The firm states its investment approach begins with comprehensive financial planning to develop individualized recommendations that consider risk tolerance, tax considerations, liquidity needs, and time horizon. Investment management generally emphasizes diversified, primarily ETF-based portfolios and tax-aware strategies delivered on a discretionary basis while client assets remain with independent custodians the firm recommends. What is distinctive about the firm is its affiliation with a separate legal and mediation practice owned by the firm’s principal; those legal and mediation services are offered under separate engagement agreements and the firm has adopted policies to disclose and manage potential conflicts. The brochure also notes the firm offers both fixed-fee and hourly financial planning arrangements and handles more complex engagements—such as business-owner matters, executive compensation analysis, concentrated stock positions, and estate-planning coordination—suggesting capacity to serve a broader mix of individual and business clients than is typical for a newly registered adviser.

To learn more about the advisors currently working at Heartland Financial Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.