Heartland Wealth Advisors, LLC

Heartland Wealth Advisors, LLC (CRD# 115156) is a financial advisory firm headquartered in Overland Park, KS. They manage $234,078,280 in 561 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $417,252
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 Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott A. Hipp
CRD#: 4490670
7015 College Blvd, Suite 750, Overland Park, KS 66211

Scott Hipp (CRD# 4490670) is an Investment Advisor Representative working at Heartland Wealth Advisors, LLC in Overland Park, KS and has over 18 years of experience in the finance industry. Scott Hipp 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
Douglas A. Hunt
CRD#: 4472854
7015 College Blvd, Suite 750, Overland Park, KS 66211

Douglas Hunt (CRD# 4472854) is an Investment Advisor Representative working at Heartland Wealth 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
CRD#: 5741062
7015 College Blvd, Suite 750, Overland Park, KS 66211

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