Heartland Financial Services, Ltd.

Heartland Financial Services, Ltd. (CRD# 120342) is a financial advisory firm headquartered in Cedar Falls, IA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Heartland Financial Services, Ltd.
Showing 1 - 1 of 1 top financial advisors.
David A. Beaty
CRD#: 1617090
2302 W 1st St Ste 120, Cedar Falls, IA 50613

David Beaty (CRD# 1617090) is an Investment Advisor Representative working at Heartland Financial Services, Ltd. in Cedar Falls, IA and has over 31 years of experience in the finance industry.

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