Heartland Planning Associates
Financial Services • 
Upper Arlington, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 1800 W Lane Ave, Upper Arlington, Ohio 43221, US |
| Phone number | +18006970049 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Education Planning, Retirement Income, Insurance, Long Term Care, Financial Planning |
| Employees | 1-10 |
| Socials |
Key Contact at Heartland Planning Associates
Dan Renz
Director of Heartland Planning Associates; Assistant Vice President; Wealth Management Advisor
Heartland Planning Associates Email Formats
Heartland Planning Associates uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lpl.com | 100% |
About Heartland Planning Associates
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank or Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value
Heartland Planning Associates revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Heartland Planning Associates has never raised funding before.
Heartland Planning Associates Tech Stack
Discover the technologies and tools that power Heartland Planning Associates's digital infrastructure, from frameworks to analytics platforms.
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