HEARTLAND WEALTH STRATEGIES LLC

Overview

Heartland Wealth Strategies LLC is an independent RIA organized as an LLC that serves individual and family clients, with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, which supports both ongoing investment management and project-based planning work. Investment activity is concentrated in liquid equity exposures, and the firm does not identify as an active ESG investor. An affiliation with an insurance company is noted, which suggests access to insurance solutions alongside traditional advisory services. Portfolio construction favors equities as the core allocation, with most client assets held in exchange-traded instruments. The firm offers standard planning and management services rather than pension consulting or multi-state advisory platforms. Given the client base and fee mix, Heartland Wealth Strategies appears positioned to combine ongoing discretionary management with standalone planning engagements.

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Location & Offices