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

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  • Glossary

    Glossary

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  • Tax Library

    Tax Library

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  • Videos

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  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

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.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax 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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