Heartland Wealth Strategies

Helping You Define Wealth

Financial Consultant Justin Carlson, CFP® has more than 17 years of experience in investments and financial planning. As a Certified Financial Planner, he takes the time to learn about each person’s financial situation and has the experience to deliver solutions and create a personalized plan. Justin is available from 9 a.m. to 5 p.m., Monday through Friday at our Maize branch, located at 3777 N. Maize Road in Wichita.

Justin is Here to Help

As a Certified Financial Planner, I have completed the most rigorous qualifications in the field of investing and financial planning, so you can be confident you will receive comprehensive solutions from an advisor who is held to the highest ethical standards. I understand the uncertainty a changing financial climate can create and am committed to making financial planning recommendations in your best interest.

It's never to late begin planning for your future. Whether you just got married, have a child on the way, or are approaching retirement, we can help you build a plan, regardless of your stage in life. Contact me today for your free consultation.

- Justin Carlson, CFP®
Financial Consultant
316.221.8634 | Email: justin.carlson@lpl.com

To schedule an appointment with Justin please complete the form below.

Products and Services

Wealth Management

However, you invest your money, the advisors at Heartland Wealth Strategies provide financial opportunities to investors just like you.

Retirement Planning

We provide access to a wide range of financial services to complement traditional investments.

Education Funding

The advisors at Heartland Wealth Strategies work with you to plan your children’s funding for higher education.

Medicare Supplement Insurance

Let Heartland Wealth Strategies help you cover the gaps in your medical coverage.

Life Insurance

Provide your family with peace of mind.

401(k) Rollover Services

Retiring or changing jobs? What should you do with the 401(k) money you’ve accumulated?

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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:

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.