Heartland Financial Services

Heartland Financial Services

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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 Heartland 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.

Global and International Funds 09/24/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?

What Do Your Taxes Pay For? 09/22/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

Weekly Market Insights | Fed Ups Rates; Investors Ponder AI, Oil 09/22/2026

Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09 percent, while the Nasdaq Composite Index rose 0.72...

Weekly Market Insights | Fed Ups Rates; Investors Ponder AI, Oil

The Junk Drawer Approach to Investing 09/17/2026

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

A Living Trust Primer 09/15/2026

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action 09/14/2026

Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1...

Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action

How Income Taxes Work 09/10/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

How Income Taxes Work A quick look at how federal income taxes work.

Weekly Market Insights | Mixed Week for Markets, Mixed Signals from Fed 09/09/2026

Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term interest rates. The Standard & Poor’s 500 Index edged up 0.09 percent, while the Nasdaq Composite Index rose 0.40...

Weekly Market Insights | Mixed Week for Markets, Mixed Signals from Fed

Inflation & Your Money 09/08/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

09/07/2026

In honor of Labor Day, our offices will be closed today, Monday, September 7th. We will resume regular business hours on Tuesday, September 8th.

Our team wishes you a safe and relaxing Labor Day!

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Telephone

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