HEARTLAND GROUP | STIFEL

We offer a complete range of financial services for the high net worth investor located in and around Bourbonnais, IL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... In 2016, The Heartland Group was formed with the intent to build a team with the right blend of experience, intellectual capital, and dedicated personal service to help address the needs of both our local community and client base throughout the U.S. We manage approximately $900 million in assets as of December 31, 2023, and are comprised of seven financial advisors and three client service associates... With more than 175 combined years of experience in the investment industry, The Heartland Group offers you a rare depth and breadth of talent. We pride ourselves on the comprehensive services we offer, backed by the extensive resources of..

Also known as: Heartland Group