Heartland Financial Advisor Revenue

Financial Services • Raleigh, North Carolina, United States • 1-10 Employees

Heartland Financial Advisor revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Heartland Financial Advisor

Brian Luce

Owner & Managing Principal

Company overview

Headquarters	1 Glenwood Ave, 5th Floor, Raleigh, North Carolina 27603, US
Phone number	+19195781404
Website	heartlandfinancialadvisor.com
NAICS	52
SIC	628
Founded	2015
Employees	1-10
Socials

Heartland Financial Advisor Email Formats

Heartland Financial Advisor uses 1 email format. The most common is {first initial} (e.g., j@heartlandfinancialadvisor.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@heartlandfinancialadvisor.com	100%

About Heartland Financial Advisor

At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life. We work with you to construct a financial plan that prepares you for your journey through life and guides you along the path to achieving your dreams. Our motto: "Your Goals. Your Plan. Your Growth." How is your plan shaping up? Brian R. Luce is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC. Heartland Financial Advisor and United Planners are not affiliated. We prefer to have a fiduciary relationship for all investment management clients. In this capacity, we have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Heartland Financial Advisor has never raised funding before.

Heartland Financial Advisor Tech Stack

Discover the technologies and tools that power Heartland Financial Advisor's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Heartland Financial Advisor is located in Raleigh, North Carolina, US.

You can reach Heartland Financial Advisor at +19195781404.

Heartland Financial Advisor generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Heartland Financial Advisor has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heartland Financial Advisor was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Heartland Financial Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heartland Financial Advisor

Brian Luce

Owner & Managing Principal

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