Heartland Financial Services is a division of Heartland Credit Union, aimed at providing our membership with investment services at an institution they trust. Financial Advisor Tate Hartman is responsible for leading the division.
As the financial advisor, Tate will work with clients to determine their financial goals and create customized plans to help them reach those goals.
Heartland Financial Services can assist you with:
- 401(k) rollovers
- Stocks, Bonds & Annuities
- Traditional and Roth IRA
- Retirement Income Planning
- Life Insurance
- Education Savings
- Long Term Care Insurance
- Investment Advisory Services
- Estate Planning
Forefield Tate has been with Heartland Credit Union since 2010 and was named the Financial Advisor in March 2015. He has obtained his series 7 and series 66 licenses, as well as state insurance licenses. In April of 2017, Tate earned his CERTIFIED FINANCIAL PLANNER(tm) certification. A native of Springfield, he graduated from Sacred Heart-Griffin and achieved his bachelor's degree from the University of Dayton and Master's degree from Eastern Illinois University. Tate currently is a member of Rotary Club-Springfield South, National Customer Service Association, serves as the Treasurer for the Springfield Jaycees, and sits on the Board of Trustees for Brother James Court.His office is located at the West White Oaks Drive facility, but he is also available by appointment at the other Heartland Credit Union locations. He can be reached by phone at 217-726-2101 x267 or via e-mail at email@example.com.
Heartland Financial Services is a division of Heartland Credit Union (HCU). Securities are: not insured by the NCUA; not a deposit or other obligations of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and HCU are not affiliated.
Check the background of this investment professional on FINRA's BrokerCheck.