Heartland Capital Advisors, L.c.

Heartland Capital Advisors, L.c. (CRD# 116127) is a financial advisory firm headquartered in Independence, MO. They manage $38,672,511 in 265 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $145,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Heartland Capital Advisors, L.c.
Showing 1 - 4 of 4 top financial advisors.
1
Christopher S. Walden
CRD#: 2379194
4200 Little Blue Parkway, Suite 610, Independence, MO 64057
96
Wealthminder
score

Christopher Walden (CRD# 2379194) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 24 years of experience in the finance industry. Christopher Walden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory A. Dorsch
CRD#: 1055137
4200 Little Blue Parkway, Suite 610, Independence, MO 64057
93
Wealthminder
score

Gregory Dorsch (CRD# 1055137) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 35 years of experience in the finance industry.

3
Kenneth D. Stockard
CRD#: 2674297
4200 Little Blue Parkway, Suite 610, Independence, MO 64057
93
Wealthminder
score

Kenneth Stockard (CRD# 2674297) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 22 years of experience in the finance industry.

4
Kenneth A. Woodruff
CRD#: 1322753
4200 Little Blue Parkway, Suite 610, Independence, MO 64057
93
Wealthminder
score

Kenneth Woodruff (CRD# 1322753) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 32 years of experience in the finance industry.

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