Heartland Credit Union

When it comes to investing, our recommendations are as individual as you. 

Heartland Credit Union has partnered with a Registered Representative who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.

Mark Engle is the Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He is skilled at tailoring recommendations suitable to your risk tolerance and investment analysis.

Kasey Vergin is also another Financial Advisor for Securities America Advisors, Inc. located at Heartland Credit Union.  He can also help you with your finanancial needs and goals.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Mark Engle and Kasey Vergin, Representatives, Engle Tyler & Associates, Heartland Credit Union and the Securities America companies are separate entities.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

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If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

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