Company Overview
- Headquarters
- 1800 W Lane Ave, Upper Arlington OH
- Website
- HeartlandPlanningAssociates.com
- Employees
- 6
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Heartland Planning Associates
Heartland Planning Associates is a company based in Upper Arlington, Ohio, employing 6 people and generating $2.5 million in annual revenue. Heartland Planning Associates offers securities and advisory services through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also offered through LPL or its licensed affiliates. It is important to note that Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates and may also be employees of Heartland Bank. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, and may lose value. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section on their website HeartlandPlanningAssociates.com.
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