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Heartland Financial Services
Tate Hartman, CFP®, M.A.
Financial Advisor
217-726-2101 x267
thartman@heartlandfinancialservices.org
Welcome to Heartland Financial Services
Heartland Financial Services is a division of Heartland Credit Union, aimed at providing our membership with investment services at an institution they trust.  Financial advisor Tate Hartman, CFP(R), is responsible for leading the division, helping clients determine their financial goals and creating customized plans.
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Newsletters
  • Mid-Year Planning: Tax Changes to Factor In
    The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
  • Investing to Save Time Boosts Happiness Returns
    The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
  • Marriage and Money: Taking a Team Approach to Retirement
    Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
  • What is the employment situation report, and why is it important to investors?
    Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
  • What is gross domestic product, and why is it important to investors?
    GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
    
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 IMPORTANT DISCLOSURES

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).  Member FINRA/SIPC. 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.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 

 


Check the background of this financial professional on FINRA's BrokerCheck.