Heartland Financial Associates, LLC - Wealth Management
- Finance & Insurance
We provide exceptional value to our clients by partnering with them to create a successful and fulfilling financial plan. Throughout the process of Planning Today for a Better Tomorrow™, we answer each of the questions you have, along with the ones you don't know to ask.
Jon is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Advisor in Philanthropy® (CAP®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Senior Living® (CASL®) and Chartered Life Underwriter® (CLU®) designations.
Jon and his team are able to help people in every area of the financial planning process, and he specializes in retirement planning and charitable giving strategies.
Whom to Contact
- Jonathan KroeningCertified Financial PlannerPhone: (715) 231-2058Fax: (715) 231-4744
We are located in the Red Cedar Office Mall on the East side of town (same building as the DMV.)