Investment services
When it comes to investing, our recommendations are as individual as you.
Heartland Credit Union has partnered with an LPL Registered Representative who can recommend a mix of strategic investment options, such as mutual funds, IRAs, and fixed annuities, based on your unique situation. They also offer long-term care and life insurance to protect you and your loved ones.
Start investing and build your future
Contact Mark Engle, LPL Registered Representative, to discuss mutual funds, IRAs and fixed annuities, long-term care and life insurance to protect you and your loved ones.
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 Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Investment Services, 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 Investment Services. Securities and insurance offered through LPL or its affiliates are:
- – Not Insured by NCUA or Any Other Government Agency
- – Not Credit Union Guaranteed
- – Not Credit Union Deposits or Obligations
- – May Lose Value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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