Brian Halverson Email & Phone Number

Heartland Trust Company is North Dakota's longest standing Independent Trust Company. Since 1990, Heartland Trust has been acting as a fiduciary for our IRA, Investment, and Trust clients. We take great pride in being transparent and always doing what is best for our clients. With a Fee Based business model, Heartland Trust does not accept commissions from third parties (mutual fund companies, insurance companies, etc.). The only revenue we take in is from our clients! By doing this, it is clear on who we are working for. Where does your financial adviser receive income from? Trust administration is not all that we do. The majority of our accounts are IRA's and Investment accounts for individuals and couples that are nearing or in retirement. Our retirement planning strategies have been proven to be successful over the past 26 years. In the complex world of wealth management, financial advising, investments.... whatever you want to call it, we do it with transparency, fair compensation, and provide great outcomes for the individuals, families, businesses, and communities we serve. Since Trust companies are held to higher standard, our capabilities are very wide. We can hold and manage farmland, rental properties, partnership shares, private stock, art collections, and of course stocks, bonds, and mutual funds. I encourage you to explore the reasons that set an independent trust company apart from the rest of the wealth management industry!

Listed skills include Investments, Selling, Management, 401K, and 14 others.