Heartland Wealth Strategies
The Wealth Management Team
Wealth can mean different things to different people. But most importantly, what does it mean to you? At Heartland Wealth Strategies, we’ll help you define, plan for, and pursue your definition of wealth. No matter where you are in life, our wealth management team will create manageable strategies to help you strive for your financial goals. We’ll always be focused on helping you strive for financial prosperity, regardless of the size of your investment account.
Our advisors offer
• Education funding
• Insurance
• Investments/Brokerage
• Retirement Planning
Monte Cross leads Heartland Wealth Strategies. Monte has been in financial services for over 19 years. As a Financial Consultant, Monte is registered to handle all investment and insurance needs. No matter what the life situation is, Monte will help find a strategy tailored for every individual.
"Whatever your goals, whatever your dreams may be, I can help develop a strategy that aims to help take you there."
Contact Monte
Monte is registered to transact securities business in: AZ, AR, CA, CO, FL, GA, IN, IA, KS, LA, MI, MO, NC, NE, NJ, NY, OK, SD, TX, VA, WA, & WY
Justin Carlson has over 17 years of experience in planning and helping people pursue their financial goals. “I believe that every person's financial situation is different. We’ll work together to create a financial plan that is uniquely you to help you achieve your goals and dreams.”
Contact Justin
Justin is registered to transact securities business in Kansas.
Arika Morrell started at HCU in 2013 and joined Heartland Wealth Strategies in June 2023. “Successful financial planning requires a clear vision of your goals; my ambition is to help guide your path towards a secure and prosperous future."
Contact Arika
Arika is registered to transact securities business in Kansas.
Brooke VanDegrift is the Administrative Assistant for Heartland Wealth Strategies and has been with the company for 5 years.
“I am committed to providing the highest standards of member service at all times. Efficiency, integrity, and dependability are attributes I strive to achieve for every member, every time.”
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Heartland Credit Union (“Your Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Credit Union and Heartland Wealth Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Wealth Strategies, and may also be employees of Heartland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Credit Union or Heartland Wealth Strategies. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Michigan, Missouri, Nebraska, New Jersey, New York, Oklahoma, Virginia, Washington, and Wyoming. |
