Heartland Financial Planners

Overview

Heartland Financial Planners is organized as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm offers a mix of engagement models: percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which suggests flexibility for both ongoing wealth management relationships and one-off planning engagements. Regulatory and structural details in the data are sparse: the firm is not flagged as a multi-state adviser, pension consultant, capital allocator, or active ESG investor. The record does indicate an industry affiliation with a law firm. The dataset does not show a registration year with the SEC and otherwise classifies the adviser as unclassified.

Assets & Accounts

Location & Offices