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Wealth Management

Manage your assets and meet your goals with financial advisement from the experts. 

Ready. Set. Let's reach some stretch goals. 

Heartland Planning Associates*

Build a balanced portfolio while prioritizing your most important financial goals.

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Wealth Advisory

Manage and diversify your assets while your time horizon is still years ahead.

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LPL Financial Form CRS

Click for BrokerCheck by FINRA

Your Bank (“Heartland Bank, a division of German American Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Heartland Planning Associates, a division of German American Bank and Heartland Bank, a division of German American Bank are not registered as a broker/dealer or investment advisor.  Registered representatives of LPL offer products and services using the name Heartland Planning Associates, a division of German American Bank and may also be employees of Heartland Bank, a division of German American Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Heartland Planning Associates, a division of German American Bank or Heartland Bank, a division of German American Bank.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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© 2025 Heartland Bank . All rights Reserved

Routing Number #:
German American Bank - 083904563
Heartland Bank, a division of German American Bank - 044109336

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(800)697-0049
Bankline 24
(800)536-0660
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(800)697-0049, ext 2500
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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

© 2025 Heartland Bank . All rights Reserved

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