Principal Securites, 513 W Sheridan Ave, Shenandoah, IA 51601, US

HistoryWe transformed our financial planning practice (begun in 1998) from a sole proprietorship into Heartland Financial Solutions, LLC in 2011 and continue to operate under that name. The owner, Bill O'Donnell, is a veteran advisor and is also an arbitrator for the Financial Industry Regulatory Authority.SpecialtiesHeartland Financial Solutions - Your Goals, Your Values, Your Money, Your Way Heartland Financial Solutions, LLC provides financial planning, investment, and insurance services for individuals and families and group benefits (including health insurance) and retirement plans for businesses and nonprofits. Our broker-dealer is ING Financial Partners. We will never have an account minimum. We've operated for 14 years on the principle that anyone who reaches out to us with a need for advice and a desire to work with an adviser will get that advice and a long term advisory relationship. We're available to you during the normal business week, but we also take appointments after hours and on Saturdays. Your first appointment is free and we offer discounts on financial planning services to senior citizens (66 and over), veterans (including active duty, National Guard, and Reserve), first responders (police, fire, EMTs), and government employees. We're a veteran-owned business and thank all who've served.

Bruce Baldwin CPA

Terry C Miller Certified Public Accountant

David R Lashier CPA

Timothy Johnson CPA