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.

Our team had a great time at the 2026 Elite Practices Retreat at the Peoria Riverfront Museum! We gained valuable insigh...
06/16/2026

Our team had a great time at the 2026 Elite Practices Retreat at the Peoria Riverfront Museum! We gained valuable insights on practice growth, serving aging clients and the next generation, and creating a more efficient client experience. Thank you to the speakers and Midwestern Securities for an engaging day of learning and collaboration.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/16/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

06/15/2026

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/11/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs da...
06/09/2026

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard...

Last Friday, for National Donut Day, our team treated the office to a local sweet treat!🍩Comment below your favorite fla...
06/09/2026

Last Friday, for National Donut Day, our team treated the office to a local sweet treat!🍩

Comment below your favorite flavor of donut! ⬇️💬

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/09/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/04/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/02/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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

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