Heartland Wealth Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,020,000
Total clients
187
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
187
Average account size
$262,139
About
Heartland Wealth Strategies provides personalized financial planning and discretionary investment management to individuals and a range of institutional and organizational clients. As of December 31, 2024, the firm reported roughly $49 million in assets under management across about 187 client relationships.
The adviser follows a risk-oriented, asset-allocation approach, investing primarily in diversified mutual fund and exchange-traded fund portfolios and employing techniques such as technical and cyclical analysis along with both long- and short-term purchase strategies. Accounts are reviewed at least annually, clients may impose investment restrictions, and the firm typically requests discretionary authority to implement its investment strategies.
The firm’s principal is also a licensed insurance agent through an affiliated entity and spends about 20% of their time providing insurance information to clients, receiving commissions when insurance products are sold—a potential conflict of interest disclosed in the brochure. The brochure also notes that the firm has opted not to maintain professional liability insurance.
Client services
Fee options
Initial financial plan fixed fees range from $250 to $2,500
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
$150 per hour
Minimum fee: $250 per quarter minimum fee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Heartland Wealth Strategies LLC
3515 Hofman Ln., Ste. B
Manhattan KS 66502, United States
Number of offices
1
Forms ADV
Quick links
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