# Heartland Financial Services, Ltd.

> Heartland Financial Services, Ltd. is a state-registered investment advisory firm in Cedar Falls, IA, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated September 26, 2023.

- CRD: 120342
- Filed as: HEARTLAND FINANCIAL SERVICES, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Falls, IA
- Filing period: October 2026
- Form ADV filing dated: September 26, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120342
- AdvisorCensus page: https://advisorcensus.com/firm/heartland-financial-services-ltd-cedar-falls-ia-120342

## Quick answers

**How is Heartland Financial Services, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Heartland Financial Services, Ltd. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heartland Financial Services, Ltd. located?**
Heartland Financial Services, Ltd.'s principal office is in Cedar Falls, IA, according to its Form ADV.

**Is Heartland Financial Services, Ltd. registered with the SEC or a state?**
Heartland Financial Services, Ltd. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 120342.

**Does Heartland Financial Services, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120342

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heartlandfinancial.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heartland Financial Services, Ltd. (CRD 120342): Form ADV filing data as of October 2026.