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ROUTING NUMBER 073902436
As President of Midwest Heritage Advisors, Matt leads a team of professionals who engage with clients across the country. Since entering this industry in 1995, Matt has worked with customers in all stages of life and has helped build personalized financial plans that have withstood the test of time. One of his favorite parts of the job is that no two plans are the same and every client has a different set of circumstances to plan for.
Over the years, Matt has found that many individuals have spent more time planning their next vacation than they have building their financial plan. The job of Matt’s team is to organize the process and make it easier for clients to plan for their financial futures. His team of Financial Planners has the knowledge and experience to help their clients take an active role in building personalized, comprehensive plans. The team strives to help clients confidently move through their financial lives with a better understanding of the process and the peace of mind that comes with that understanding.
Matt’s commitment is to set the direction of the firm to ensure the interests of the Advisors match the interests of the clients. Midwest Heritage Financial Advisors is not a product-based firm and will not push the hot product of the day. Their Advisors will take a consultative approach to their clients’ needs and will find the right solution to fit each unique plan. The financial services industry provides the opportunity to make a positive, long-term impact on clients’ lives and Matt is proud to be part of it. Working with a company like Midwest Heritage and Hy-Vee means that he is able to lead his division with a breadth and depth of support that is uncommon in the industry.
Legal Disclosures and Information
FORM ADV PARTS 1, 2, 2BS, AND 3 (FORM CRS)
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Midwest Heritage Financial Advisors. The Midwest Heritage companies and the Securities America companies are independent entities. NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY
Midwest Heritage Financial Advisors is a registered investment advisor whose principal office is located in Iowa. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Midwest Heritage Financial Advisors is registered with the SEC and only transacts business in states where it is properly registered, excluded or exempted from registration requirements. The Form ADV can be retrieved at https://adviserinfo.sec.gov/firm/summary/306308
This website is a publication of Midwest Heritage Financial Advisors. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
All clients are advised that it remains their responsibility to advise their financial advisor or Midwest Heritage Financial Advisors of any changes in their investment objectives or financial situation. Past performance does not guarantee future success.
Midwest Heritage Financial Advisors does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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