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Client Testimonials

Client Testimonials

Here's what our clients are saying about the Heartland Financial Services team:

"Tate Hartman has been my finanial advisor for almost 6 years. He always had my best interest when managing my accounts and is very knowledgable and well informed on all aspects of the current market as well as projecting future information from data available. He and Regan are very professional, friendly and extremely helpful while keeping me informed and up to date. I am very fortunate to have them taking care of and securing my financial future. Tate and Regan are truly great assets to Midwestern Securities and Heartland Credit Union. With my sincerest thanks and appreciation!"

Susan B.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"I rolled my IRA into Midwestern Securities Trading Co. May 2019. Tate Hartman has been my investment advisor since then. I completely endorse Tate as an excellent investment advisor. He is knowledgeable, easy-to-understand, and also a very kind person. He was very helpful to me when my husband passed away."

Susanna G.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Tate Hartman is my financial advisor. At the onset of our relationship he developed a sensible plan that addressed my concerns and goals. Now, ten years later, I continue to be pleased with the performance of my portfolio and the guidance offered by Tate. Whether you are a first time investor or an experienced investor, go talk to Tate. You'll be glad you did."

Jon B.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"I am very satisfied with my current advisor. The information he supplies me is helpful in making my decisions it allows me to make investments that increase my income."

Steven A.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"My wife and I have worked with Tate for 10 years now. Tate is always quick to respond with a call, email, or scheduled appointment whenever we reach out with questions or ideas. He has proven to always keep our family in mind by contacting us when opportunities align with our financial situation and goals. We are extremely grateful to be able to rely on Tate and the Heartland Financial Services staff to help us navigate our financial journey."

Adam A.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Tate has been helpful to us as we are trying to plan for the future while also staying present in a busy time of our lives with a young family. Tate gets to know us as people first and is interested in our goals so that we can financially meet them. He is always easy to get ahold of and communicate with."

Phil & Katherine G.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Tate has just been a tremendous asset for me and my wife, Ellen, over the years. He has a knack for communicating that has made our finances understandable and our lives simpler. Highly recommended!"

Geoffrey A.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Can't think of a more knowledgeable, yet humble, guy. Tate always takes to time to explain complex subject matter in terms that I can understand, and consistently monitors my account to see if fine-tuning may be in order. I couldn't be happier!"

William S.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

Important Additional Testimonial Information

  • These testimonials may not be representative of the experience of other customers.
  • These testimonials are no guarantee of future performance or success.
  • No compensation has been paid for the testimonials that appear here.