Our mission of “working with you, for you” has been at the core of everything we have done over the last 30+ years of serving our clients and the community. That relentless commitment to relationship, stewardship and our clients drives us forward into the future. Using our individualized, strategic process we take the time to Discover (where are you financially, where do you want to be...?) - Deve
lop (in partnership with you, we discuss and help guide and form the investment strategies to help you on your way..) - and Deploy (help you invest, monitor, manage and adjust as life goes on..) We are locally owned and operated. The founding vision to serve as faithful stewards, and to guide your household on it’s financial journey propels us forward. Heartland Investment Associates brings a time tested, and relationship based approach to investment, wealth and retirement planning. With no proprietary products to “sell”, when you work with one of our team you can trust that they are on your side - “Working with you, for you..!”
Disclosure Information:
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Ronald Feltes, Edward Luebe, Jeffery Miller, and Benjamin Feltes are Registered Representatives of and securities are offered through LaSalle St. Securities LLC (LSS), Member FINRA/SIPC. Benjamin Feltes is also a Registered Investment Advisor Representative licensed with Lasalle St. Investment Advisors LLC (LSIA). Heartland Investment Associates Inc. are not affiliated with LSS or LSIA. Securities in accounts carried by National Financial Services LLC ("NFS"), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation ("SIPC") up to $500,000. The $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, and is subject to periodic adjustments for inflation in accordance with terms of the SIPC statute and approval by SIPC's Board of Directors. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC or to request an SIPC brochure, visit www.sipc.org or call (202) 371-8300. In addition to SIPC protection, NFS provides for brokerage accounts additional "excess of SIPC" coverage from Lloyd's of London together with other insurers.1
The "excess of SIPC" coverage would only be used when SIPC coverage is exhausted. Like SIPC protection, "excess of SIPC" protection does not cover investment losses in customer accounts due to market fluctuation. It also does not cover other claims for losses incurred while broker-dealers remain in business. Total aggregate "excess of SIPC" coverage available through NFS's "excess of SIPC" policy is $1 billion. Within NFS's "excess of SIPC" coverage, there is no per customer dollar limit on coverage of securities, but there is a per customer limit of $1.9 million on coverage of cash. This is the maximum "excess of SIPC" protection currently available in the brokerage industry.
1 Fidelity's "excess of SIPC" insurance is provided by Lloyd's of London together with Axis Specialty Europe SE, Markel International Insurance Company, XL Specialty Insurance Company, and Munich Reinsurance Co. Additional Disclaimer : Heartlandinv.com and related sites have been published in the United States for customers or prospective customers residing in the United States. Content on these websites is strictly for informational purposes, and not intended to be an offer to buy or sell, nor be construed as a solicitation of an offer to buy or sell any security, product or service or to promote a specific investment strategy. ALL INFORMATION CONTAINED HEREIN IS THE PROPERTY OF HEARTLAND INVESTMENT ASSOCIATES INC. AND/OR ASSOCIATES AND MAY NOT BE USED OR REPRODUCED WITHOUT PRIOR EXPRESS PERMISSION OF HEARTLAND INVESTMENT ASSOCIATES INC. SECURITIES, LLC. This website is for informational purposes only and is not necessarily a comprehensive illustration of our investment services or effectiveness. Generally, the Heartland Investment Associates Inc. page (HIA FB page) and Heartlandinv.com sites are not intended to provide tax, legal, insurance or investment advice, and nothing on the HIA FB page/heartlandinv.com should be interpreted as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or instrument by Heartland Investment Associates Inc./LaSalle St. or any related third party. Heartland Investment Associates does not make any express or implied warranties about the Heartland Investment Associates. sites, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. The Heartland Investment Associates sites are made available to you "as is" and "as available" and Heartland Investment Associates Inc. does not warrant that any defects or inaccuracies will be corrected. Heartland Investment Associates/LaSalle St. does not warrant that the Heartland Investment Associates/LaSalle St. sites will meet your needs, or that they will be uninterrupted, timely, secure or error-free. also makes no warranty that the results obtained from the use of the Heartland Investment Associates/LaSalle St. sites will be accurate or reliable, or that the quality of any products, services, information, or other material obtained by you through the Heartland Investment Associates/LaSalle St. sites will meet your expectations. Securities offered through LaSalle St. Securities LLC (LSS). Member FINRA/SIPC. is not affiliated with LSS
Executive titles used are not references to LaSalle St. Securities LLC or its affiliates
