Heartland Investment Advisors, LLC

Heartland Investment Advisors, LLC (CRD# 115156) is a financial advisory firm headquartered in Overland Park, KS. They manage $134,789,384 in 476 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $283,171
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

KS, MO, TX

Financial Advisors at Heartland Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth P. Woodward
CRD#: 4472856
7015 College Blvd, Suite 750, Overland Park, KS 66211
93
Wealthminder
score

Kenneth Woodward (CRD# 4472856) is an Investment Advisor Representative working at Heartland Investment Advisors, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

2
Douglas A. Hunt
CRD#: 4472854
7015 College Blvd, Suite 750, Overland Park, KS 66211
90
Wealthminder
score

Douglas Hunt (CRD# 4472854) is an Investment Advisor Representative working at Heartland Investment Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Douglas Hunt 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.

3
Jacqueline M. O'brien-Nair
CRD#: 5741062
7015 College Blvd, Suite 750, Overland Park, KS 66211
90
Wealthminder
score

Jacqueline O'brien-Nair (CRD# 5741062) is an Investment Advisor Representative working at Heartland Investment Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Jacqueline O'brien-Nair 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.

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