A complete list of active advisors currently associated with Heartland Wealth Strategies LLC

Warmer can help you find a great advisor at Heartland Wealth Strategies LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Heartland Wealth Strategies LLC, 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.