Heartland Wealth Strategies
Personalized guidance for your financial future.
At Heartland Wealth Strategies, we offer personalized solutions that empower you to pursue your financial goals. Whether you're building wealth, planning for retirement, or protecting what matters most — we're here to help.
Rick Everett
WEALTH PLANNER
Get Started
Talk with Rick Everett
Send Rick a message and he'll be in touch to schedule a conversation at your convenience.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Meet Rick Everett
Personalized guidance rooted in integrity and long-term relationships.
The son of a long-time investment advisor, Rick grew up with a deep appreciation for the responsibility and trust that comes with helping others plan their financial future. Today, he proudly continues that legacy, offering personalized guidance in retirement and investment planning.
Rick's career began in radio broadcasting as a news anchor and sales manager — roles that built a strong foundation in communication, client service, and strategic thinking. He later transitioned into financial planning, and also hosted a weekly television show on retirement planning, becoming a trusted voice in the Wichita community.
"It's simply the right thing to do."
Becoming an Investment Advisor Representative was a natural fit for Rick, whose commitment to acting in his clients' best interests aligns perfectly with the fiduciary standard. Rick is proud to be part of Heartland Wealth Strategies, a division of Heartland Credit Union, where doing what's best for the client is more than a rule — it's The Heartland Way.
Our Services
Building a strong foundation for financial well-being.
At Heartland Wealth Strategies, we offer a complete suite of financial services, each tailored to fit the unique needs of our clients.
Financial planning
Design a financial plan to pursue your goals — whether you're a first-generation wealth builder or looking for sustainable growth.
Retirement planning
Approach your golden years with freedom. We'll help you create a plan for the retirement you've worked toward.
Education savings
Savings options to make your family's educational goals affordable, now and in the future.
Insurance
Protection for you and your loved ones against life's uncertainties.
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Future-proof your life with smart planning.
A well-constructed financial plan can help you achieve financial stability. Guided by your unique needs, our financial planning process is designed to help you make smart financial and investment decisions.
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Solutions that grow with you.
Every stage of life comes with its own unique needs. Whether you are just starting out, growing wealth, nearing retirement, or already in retirement — we'll help you create a plan that fits your goals.
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Committed to your success every step of the way.
As your trusted financial partner, we are here to help you adhere to your financial plan and make adjustments along the way — so you can feel confident you have a sound investment plan set for long-term success.
Ready to take the next step?
Finding a financial planner you can trust isn't always easy. Rick is committed to building long-term relationships with the people he serves. Reach out today.
Heartland Credit Union (“Your Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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 Wealth Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Wealth Strategies, 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 Wealth Strategies. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or any other Government Agency
No Credit Union Guarantee
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Michigan, Missouri, Nebraska, New Jersey, New York, Oklahoma, Virginia, Washington, and Wyoming.
