At Heartland, we affiliated with Fidelity to act as a third party custodian to hold the assets we manage on client’s behalf. Your assets will be held in accounts in your name and you will receive statements directly from the custodian as well as have 24 hour a day on line access to your accounts.

For additional information about Fidelity, visit their website.

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Contact Us

Heartland Wealth Advisors, L.L.C.
7015 College Boulevard, Suite 750
Overland Park, KS 66211
phone: 913.469.8228
fax: 913.469.8219