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Tate Hartman, CFP®, M.A.

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Heartland Financial Services is a division of Heartland Credit Union (HCU).  Securities are: not insured by the NCUA; not a deposit or other obligation 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.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck