At Heartland Financial Center, LLC, we are a team of professionals dedicated to developing solutions that address our individual, business owner and professional clients' financial concerns. Our approach is client-centered: we listen to your concerns, ask pertinent questions, understand your needs and help you develop - and implement - plans that are designed to meet your personal, business and financial goals and objectives.
The solutions our associates offer are supported with products provided by some of the country's most respected insurance and financial services companies, including National Life -founded in 1850 - and Equity Services, Inc., (ESI), a Registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont. Through their relationship with ESI, our associates can offer you a vast array of mutual funds and other investment products and services.
ESI is also strategically affiliated with several companies that specialize in asset management, investment management and trust services.
Our History
Heartland Financial Center LLC traces its history to 1855 - the year National Life officially opened an agency in St. Louis, covering the territory that, six years later, would become the state of Kansas. Since then, our associates have provided uninterrupted insurance and financial services to individuals, families, business owners and professionals throughout the Midwest.
Today, we have grown into a full-service financial services firm comprised of insurance, securities and financial specialists including CLUs (Chartered Life Underwriters), ChFCs (Chartered Financial Consultants) and CERTIFIED FINANCIAL PLANNERTM certificants). Through our relationship with National Life and its affiliated companies, our associates have access to investment, estate and retirement planning specialists, as well as a network of professional advisors, CPAs and attorneys.
Now in our second century of operation, we exist because of and for our clients - past, present and future. We draw strength from our history and tradition of integrity and quality, and we are proud of the reputation we've earned for helping clients balance their present business and personal financial needs with their future financial goals and objectives. Establishing a relationship with Heartland Financial Center LLC makes available to you an organization that is committed to your best interests, and is dedicated to providing you with the highest level of personal attention.
CFP® and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.