Building Personalized Investment Strategies in Kankakee County

The Heartland Group | Stifel from Stifel on Vimeo.

Our Story

In 2016, The Heartland Group was formed with the intent to build a team with the right blend of experience, intellectual capital, and dedicated personal service to help address the needs of both our local community and client base throughout the U.S. We manage approximately $800 million in assets as of December 21, 2022, and are comprised of seven financial advisors and three client service associates.

Whether you are seeking goals-based investment planning, wealth management, institutional investing, estate and retirement planning strategies, or require assistance with liability and insurance services, we offer the guidance you seek. Our robust team includes a variety of disciplines, including two financial advisors who have attained the Certified Financial Planner™ certification.

With more than 175 combined years of experience in the investment industry, The Heartland Group offers you a rare depth and breadth of talent. We pride ourselves on the comprehensive services we offer, backed by the extensive resources of Stifel.

Our Team

The Heartland Process

The “Heartland Process” is designed to help us and our clients form a long-term relationship built on openness and transparency. It is important that both (you) the client and (we) the financial advisors feel our relationship is beneficial for the long term. The “Heartland Process” is designed to move the relationship through systematic steps toward your goal-based outcomes.

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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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390 Billion in Client Assets Under Management

Stifel has nearly $390 billion in client assets under management.

As of December 31, 2022.

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