Heartland Financial Services

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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 Heartland 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.

Happy Boss’s Day! 👏 🎉Thank you, Tate, for your continued support, encouragement, and commitment to serving our clients. ...
10/16/2026

Happy Boss’s Day! 👏 🎉

Thank you, Tate, for your continued support, encouragement, and commitment to serving our clients. We appreciate all that you do for our team and are glad to have a reason to celebrate you today!
'sDay

How many credit cards do you have?
10/15/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What does it actually cost to raise a child? You might be surprised.
10/13/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related e...
10/12/2026

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard & Poor’s 500 Index rose 1.15 percent, while the Nasdaq...

Today, we celebrate National Farmers Day by recognizing the hard work, dedication, and resilience of the farmers who hel...
10/12/2026

Today, we celebrate National Farmers Day by recognizing the hard work, dedication, and resilience of the farmers who help feed our communities and strengthen our local economy.

Our team is proud to support the farming families and agricultural businesses in our community by helping them develop personalized financial plans that reflect their unique goals, protect their livelihoods, and plan for future generations. 🚜🌽

Today and every day, we’re grateful for the farmers who keep our communities growing! 🌱

Our office will be closed tomorrow, Monday, October 12, in observance of the federal holiday and will resume normal busi...
10/11/2026

Our office will be closed tomorrow, Monday, October 12, in observance of the federal holiday and will resume normal business hours on Tuesday, October 13.🗓️

We hope you have a wonderful Monday!

October is Financial Planning Month, a great reminder that a strong financial future starts with a plan.Whether you’re p...
10/09/2026

October is Financial Planning Month, a great reminder that a strong financial future starts with a plan.

Whether you’re preparing for retirement, managing investments, planning for major life goals, or simply looking for more confidence in your financial decisions, having a clear plan can help you move forward with purpose.

Financial planning is not just about where you are today. It’s about where you want to go and the steps you can take to get there.

If you’re ready to take the next step, reach out to our team.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Stay ahead this year with this handy Personal Finance Calendar.
10/08/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/06/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

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

Alerts

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