Heartland Financial Services

Heartland Financial Services Heartland Financial Services the wealth management division of Heartland Credit Union Member FINRA/SIPC. Some third-party posts may be reviews or testimonials.

Heartland Financial Services is a full-service financial planning division of Heartland Credit Union. We specialize in getting to know our clients, understanding their needs, and tailoring solutions to help them achieve their goals. Our mission is to help you manage and protect your assets so that you can worry less and lead a more fulfilling life. Heartland Financial Services is a division of Hea

rtland Credit Union (HCU). Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). MSTC and HCU are not affiliated

Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/

This communication is strictly intended for individuals residing in the United States.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
09/03/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Whether you realize it or not, you’ve allocated your assets.
09/01/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sent...
08/31/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Developing a retirement strategy? It's critical to know the differences between investment types.
08/27/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/25/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Inde...
08/24/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

Nick had a great day of learning, connection, and growth at his latest advisor training retreat. They spent the day disc...
08/21/2026

Nick had a great day of learning, connection, and growth at his latest advisor training retreat. They spent the day discussing how to help clients plan not only for their financial future, but for the legacy they want to leave behind.

Thinking about the legacy you want to leave? Our team is here to help you build a plan for the future.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
08/20/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/18/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

August is Make-A-Will Month, a reminder to review your estate plan and ensure your wishes are clearly documented. 📝A cur...
08/14/2026

August is Make-A-Will Month, a reminder to review your estate plan and ensure your wishes are clearly documented. 📝

A current Will is a vital part of your financial plan. It can help protect your loved ones, provide clarity during difficult times, and ensure your hard-earned assets are distributed according to your intentions.

If you haven't created a will, or if it's been several years since you last reviewed it, consider speaking with a qualified estate planning attorney. An attorney can help ensure your documents reflect your goals and comply with your state's laws.

Address

2213 W White Oaks Drive
Springfield, IL
62704

Opening Hours

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

Telephone

+12177262101

Website

Alerts

Be the first to know and let us send you an email when Heartland Financial Services 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