Heartland Trust Company Revenue
Financial Services • 
Fargo, North Dakota, United States • 21-50 Employees
Heartland Trust Company revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Key Contacts at Heartland Trust Company
Rachel Meske
Director Of Trust
Dustin Sobolik
Director Of Investments, Vice President
Jana Samek
Vp/Director Of Retirement Services
Naomi Schempp
Vice President / Director Of Human Resources
Kayla Kranda
Director Of Operations
Jana Samek
Vp/Director Of Retirement Services
Company overview
| Headquarters | 1202 27th Street South, Fargo, ND 58103, US |
| Phone number | +17012352002 |
| Website | |
| NAICS | 52 |
| SIC | 609 |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Heartland Trust Company Email Formats
Heartland Trust Company uses 2 email formats. The most common is {first initial} (e.g., j@heartlandtrust.com), used 76.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@heartlandtrust.com | 76.2% |
{first name} | john@heartlandtrust.com | 23.8% |
About Heartland Trust Company
Heartland Trust Company was founded in 1990 in Fargo, ND as an independent trust company, an alternative to bank trust departments. Steve Halverson, Heartland Trust Company’s President and founder, left the trust department of a large regional bank because decisions that ultimately affected clients were being made at a distant corporate headquarters and that bank profits were more important than the needs of the client. This process lacked the proper respect and personal connection Steve thought should be a focus in the trust and investment industry. As a locally owned independent trust company, we are proud that all decisions relating to client needs are made locally by the employees and board of directors who all live and work in our community. What makes Heartland Trust Company different? Clients have security and confidence knowing that Heartland Trust Company is a fiduciary and as such we are held to the highest ethical and legal standards for the sole benefit of the clients we serve in all aspects of our business activities. Our clients have peace of mind knowing that Heartland Trust Company is unique in the region. We do not accept any commission or payments from investment funds, banks or insurance companies so we can offer our clients unbiased advice and fully advocate for them without compromise and outside influence. We are also independent for our client’s benefits. We have no proprietary relationships so we can provide our clients with access to the best investment options, trust and financial services to meet their unique needs and goals. Our services include professional asset management, trust services and 401k plan administration. Whether you are retiring, in need of a financial plan, rolling over your IRA, or investing for the future we have experienced professionals here to guide you. We have dedicated ourselves and our business to doing what is in the best interest for our clients while being, transparent, ethical, and trustworthy.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Heartland Trust Company has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
Heartland Trust Company has never raised funding before.
Heartland Trust Company Tech Stack
Discover the technologies and tools that power Heartland Trust Company's digital infrastructure, from frameworks to analytics platforms.
Security
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United Kingdom
France
Frequently asked questions
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