Investment services
When it comes to investing, our recommendations are as individual as you.
Heartland Credit Union has partnered with a Registered Representative who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. They also offer long-term care and life insurance to protect you and your loved ones.
Mark Engle
608.268.7394
Start investing and watch your money grow
Contact Mark Engle, Registered Representative, to discuss mutual funds, IRAs and fixed annuities, long-term care and life insurance to protect you and your loved ones.
I appreciate the business and attitude of all staff there. I've been a member for many many years and would recommend Heartland to anyone.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Credit Union and Heartland Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Investment Services, and may also be employees of Heartland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Credit Union or Heartland Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by NCUA or Any Other Government Agency
- Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations
- May Lose Value
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