Heartland Wealth Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heartland Wealth Strategies LLC is an independent, single-advisor registered investment adviser that manages roughly $59 million for about 174 clients. The firm offers personalized investment management to individuals and a range of other client types (including banks, charitable organizations, corporations and governmental entities), typically investing client assets in diversified portfolios composed mainly of mutual funds and exchange-traded funds.
The firm’s investment approach is risk-oriented, with an emphasis on asset allocation and risk management to align portfolios with clients’ objectives and tolerances; it also employs technical and cyclical analysis and may use both long‑term and short‑term purchase strategies. Accounts are generally managed on a discretionary basis with periodic reviews (at least annually) and routine client contact to update financial information and objectives.
A distinctive feature is that the firm’s owner is also a licensed insurance agent who sells insurance products through Heartland Wealth Planners, LLC, an activity the brochure discloses occupies approximately 20% of the owner’s time and may create conflicts of interest because insurance commissions can be earned. The brochure also discloses that the firm has opted not to carry professional liability insurance and that it recommends particular custodians for brokerage and custody services.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.50% annually $2,500,001 - $5,000,000: 1.0% annually $5,000,001+: Negotiable
Minimum fee: $250 per quarter minimum fee
Main office
3515 Hofman Ln., Ste. B
Manhattan KS 66502
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")