Heartland Financial Services

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2302 W 1st St Ste 120, Cedar Falls, Iowa...

Phone Number

(319) 277-1059

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
Jun
Jul
ZI Rank
2
1
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About Heartland Financial Services

Heartland Financial Services, LTD is a prominent financial advisory firm based in Cedar Falls, Iowa, specializing in Social Security Analysis, Retirement Income Planning, Asset Preservation, Tax Minimization Planning, and Estate Planning. As a Registered Investment Advisor, they focus on providing tailored financial retirement strategies for near retirees and retirees, emphasizing performance and security. The firm is licensed to offer financial planning services in Iowa and is associated with agents who can sell life insurance, annuities, and mutual funds in Iowa, Illinois, and California. Heartland Financial Services aims to ensure that clients' retirement income lasts throughout their lifetime.Explore more
Heartland Financial Services's Social MediaPopular SearchesHeartland Financial Services LtdHeartland Financial ServicesHeartland Financial Services IncHeartland FinancialHeartland Marketing Resources IncSIC Code 62,628NAICS Code 52,523Show more

Heartland Financial Services Org Chart

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DM
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Director, Operations

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Senior Agent

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Receptionist

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Admistrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heartland Financial Servi...

$5.6M
1-10
Private
<$5M
2007
DM
Donna MooreDirector, Operations
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2008
N/A
<$5M
1-10
Private
<$5M
2009
MC
Markus ColeManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heartland Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heartland Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heartland Financial Services.

Heartland Financial Services financials insights

Gather financial insights about Heartland Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$11K

See All Heartland Financial Services's Financials Insights

Heartland Financial Services Tech Stack

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Frequently Asked Questions Regarding Heartland Financial Services

What is Heartland Financial Services's official website?
Heartland Financial Services's official website is www.heartlandfinancial.net
What is Heartland Financial Services's Revenue?
Heartland Financial Services's revenue is $5.6 Million
What is Heartland Financial Services's SIC code?
Heartland Financial Services's SIC: 62,628
What is Heartland Financial Services's NAICS code?
Heartland Financial Services's NAICS: 52,523
How many employees does Heartland Financial Services have?
Heartland Financial Services has 1-10 employees
What industry does Heartland Financial Services belong to?
Heartland Financial Services is in the industry of: Finance, Securities Trading
What is Heartland Financial Services competition?
Heartland Financial Services top competitors include: Ascendant Wealth Strategies, Sterling First Financial, Wealth Management Group, Great Lakes Wealth Advisors
What technology does Heartland Financial Services use?
Some of the popular technologies that Heartland Financial Services uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact Heartland Financial Services?
Heartland Financial Services contact info: Phone number: (319) 277-1059 Website: www.heartlandfinancial.net
What does Heartland Financial Services do?

Heartland Financial Services, LTD is a prominent financial advisory firm based in Cedar Falls, Iowa, specializing in Social Security Analysis, Retirement Income Planning, Asset Preservation, Tax Minimization Planning, and Estate Planning. As a Registered Investment Advisor, they focus on providing tailored financial retirement strategies for near r... etirees and retirees, emphasizing performance and security. The firm is licensed to offer financial planning services in Iowa and is associated with agents who can sell life insurance, annuities, and mutual funds in Iowa, Illinois, and California. Heartland Financial Services aims to ensure that clients' retirement income lasts throughout their lifetime.Read More

What are Heartland Financial Services social media links?
Heartland Financial Services Linkedin page Heartland Financial Services Facebook page
Is Heartland Financial Services a public company?
Heartland Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Heartland Financial Services

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