Heartland Wealth Management

Directions Website

Heartland Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heartland Wealth Management, Financial planner, 3411 W Rock Creek Road, Suite 100, Norman, OK.

Happy Labor Day! 🛠️ In recognition of this holiday our office will be closed Monday, September 7th and we will reopen Tu...
09/07/2026

Happy Labor Day! 🛠️
In recognition of this holiday our office will be closed Monday, September 7th and we will reopen Tuesday, September 8th.

Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Join us in giving Blanca a big, HAPPY BIRTHDAY! If you spot her and the adorable new Johnson family recruit, Birdie, out...
08/21/2026

Join us in giving Blanca a big, HAPPY BIRTHDAY! If you spot her and the adorable new Johnson family recruit, Birdie, out and about, make sure to send some birthday cheers her way!

🎒📚 Back to School! 🍎✏️Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fre...
08/03/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/23/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Despite a powerful Q2, individuals are hesitant."Be fearful when others are greedy, and greedy when others are fearful."...
07/21/2026

Despite a powerful Q2, individuals are hesitant.

"Be fearful when others are greedy, and greedy when others are fearful."
-Warren Buffet

Happy Birthday to the boss who founded the company, leads the team and somehow makes managing money look easy! Thank you...
07/16/2026

Happy Birthday to the boss who founded the company, leads the team and somehow makes managing money look easy! Thank you for your vision, leadership, and for always investing in your team! We hope your birthday is priceless, Mark! 🎉

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can...
07/15/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

Celebrate John Harris’s Achievement!We invite you to join us in honoring John Harris, one of our esteemed advisors, for ...
07/13/2026

Celebrate John Harris’s Achievement!

We invite you to join us in honoring John Harris, one of our esteemed advisors, for his remarkable success in a prestigious golf competition! John had the privilege of competing in the 2026 Armed Forces Cup. Not only did he and his fellow Coast Guard veterans emerge victorious, but they also made history as the first Coast Guard team to win the cup. Congrats again John! We are proud of you!

🎆 Happy Independence Day! 🎇In observation of July 4th, our office will be closed Friday, July 3rd. We will reopen on Mon...
07/03/2026

🎆 Happy Independence Day! 🎇

In observation of July 4th, our office will be closed Friday, July 3rd. We will reopen on Monday, July 6th.

We celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

Address

3411 W Rock Creek Road, Suite 100
Norman, OK
73072

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

Website

Alerts

Be the first to know and let us send you an email when Heartland Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category