Brokerage services offered at Heartland Credit Union are available through LPL Financial
- Asset Allocation
- Brokerage Services
- Money Market Funds
- Mutual Funds
- Portfolio Management
- Stocks & Bonds (brokerage services)
- Tax-Deferred Fixed & Variable Annuities
- Tax-favored Investments
- Unit Investment Trusts
Whether you're a conservative, middle-of-the-road, or aggressive investor, LPL Financial, provides financial opportunities in friendly places to investors just like you.
You may choose from a broad spectrum of investment services. To provide the high level of service that you expect, LPL Financial is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle your brokerage transactions quickly and accurately.
When you open a LPL Financial brokerage account, you may also take advantage of the following services:
- Dividend Reinvestment
- Direct Deposit of Settlements into Checking/Savings Accounts
- Consolidated Statements, including mutual fund positions
Check the background of this firm on FINRA's BrokerCheck.
|Not NCUA Insured||| No Credit Union Guarantee |||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.