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.

Home Affordability

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

Watching for Inflation

Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

More Newsletters →

Market Watch