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.

NOTICE:  From July 13th through July 17th our office will be UNDER CONSTRUCTION

Our phones & internet may be down during this week, but we will have access to check for messages and we will contact you as soon as possible!

Mark Engle will be out of the office during that week & Kasey Vergin will be working remotely at one of the Heartland Credit Union branches.  There will be no meetings held at our Independent Office at 6000 Gisholt Drive; Madison, WI during this week.

If you need to place an immediate trade, you may call Securities America, Inc. directly
at 1-800-747-6111, but hopefully you will be patient with us & we will be in contact with you as soon as we can!  Thank you for your understanding & we look forward in continuing to serve you and help you all with your financial goals & needs!

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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

Homeownership Can Pay Off at Tax Time

Tax incentives available to homeowners, like deducting mortgage interest, can make homeownership attractive to some.

Indexed Annuities: Potential Upside, Protecting the Downside

How indexed annuities work and the options that may be available to investors in an indexed annuity contract.

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

More Newsletters →

Market Watch