How does the advisor help clients – Key Takeaways:
HEARTLAND FINANCIAL SERVICES, LTD. is a leading financial advisory firm that provides a wide range of services to help individuals and businesses achieve their financial goals. They have a team of experienced and knowledgeable advisors who work closely with each client to develop tailored strategies that meet their unique needs. With a focus on providing personalized and comprehensive solutions, HEARTLAND FINANCIAL SERVICES, LTD. is committed to helping clients achieve financial success.
Facts and Insights
Founded in 1991, HEARTLAND FINANCIAL SERVICES, LTD. has been in the business of providing financial advice to clients for over 30 years. The firm currently has $1.8 billion in assets under management and employs 15 financial advisors to serve its growing client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.8 billion | 15 | 30+ years |
Financial Services Offered
HEARTLAND FINANCIAL SERVICES, LTD. offers a wide range of services to help clients reach their financial goals. These include comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. They also provide specialized services such as insurance and risk management, business succession planning, and employee benefits consulting.
Client Types
HEARTLAND FINANCIAL SERVICES, LTD. serves a diverse range of client types including individuals, families, small business owners, and corporations. Their advisors have experience working with clients from all walks of life and are able to cater to the unique needs of each individual client.
Fees & Compensation
HEARTLAND FINANCIAL SERVICES, LTD. operates on a fee-based compensation model, meaning they charge a percentage of assets under management as their fee. This ensures that their advisors are always working in the best interest of their clients, as the more their clients’ assets grow, the more they are compensated. They are committed to transparency and always provide a clear breakdown of fees and compensation to their clients.
Background
The advisors at HEARTLAND FINANCIAL SERVICES, LTD. have extensive backgrounds in the financial industry and are committed to continuously expanding their knowledge and expertise. They hold various certifications, such as Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), and regularly attend industry conferences and seminars to stay up-to-date on the latest trends and regulations.
Financial Advisor Disclosures to Know
HEARTLAND FINANCIAL SERVICES, LTD. adheres to a strict code of ethics and is committed to maintaining the highest level of integrity and transparency with their clients. They have a clean record with regulatory bodies and have no disclosures listed on their record. This gives clients peace of mind and reassurance that their financial advisor is acting in their best interest at all times.