Heartland Wealth Management

Heartland Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heartland Wealth Management, Financial planner, 3411 W Rock Creek Road, Suite 100, Norman, OK.

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/23/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Despite a powerful Q2, individuals are hesitant."Be fearful when others are greedy, and greedy when others are fearful."...
07/21/2026

Despite a powerful Q2, individuals are hesitant.

"Be fearful when others are greedy, and greedy when others are fearful."
-Warren Buffet

Happy Birthday to the boss who founded the company, leads the team and somehow makes managing money look easy! Thank you...
07/16/2026

Happy Birthday to the boss who founded the company, leads the team and somehow makes managing money look easy! Thank you for your vision, leadership, and for always investing in your team! We hope your birthday is priceless, Mark! ๐ŸŽ‰

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can...
07/15/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, itโ€™s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59ยฝ. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

Celebrate John Harrisโ€™s Achievement!We invite you to join us in honoring John Harris, one of our esteemed advisors, for ...
07/13/2026

Celebrate John Harrisโ€™s Achievement!

We invite you to join us in honoring John Harris, one of our esteemed advisors, for his remarkable success in a prestigious golf competition! John had the privilege of competing in the 2026 Armed Forces Cup. Not only did he and his fellow Coast Guard veterans emerge victorious, but they also made history as the first Coast Guard team to win the cup. Congrats again John! We are proud of you!

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡In observation of July 4th, our office will be closed Friday, July 3rd. We will reopen on Mon...
07/03/2026

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡

In observation of July 4th, our office will be closed Friday, July 3rd. We will reopen on Monday, July 6th.

We celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. ๐ŸŽ‰๐Ÿ—ฝ

As we enjoy fireworks, BBQs, and time with loved ones, letโ€™s remember the courage and sacrifice that built this great nation. ๐Ÿ”๐ŸŒญ

Happy Birthday, America! ๐ŸŽ‚๐ŸŽˆ

Our freedoms remain vital. Wishing you a joyful Juneteenth as we mark the end of slavery in the United States. Our offic...
06/19/2026

Our freedoms remain vital. Wishing you a joyful Juneteenth as we mark the end of slavery in the United States. Our office will be closed Friday, June 19th and we will reopen Monday, June 22nd.

"No one is free until we are all free." โ€” Fannie Lou Hamer.

In observance of Memorial Day, we will be closed on Monday, May 25th. Today, we pause to honor the brave men and women w...
05/25/2026

In observance of Memorial Day, we will be closed on Monday, May 25th.
Today, we pause to honor the brave men and women who made the ultimate sacrifice in service to our country. Our deepest gratitude goes out to them and the families they left behind.

We will reopen for regular business hours on Tuesday.

In observation of Good Friday, our office will be closed Friday, April 3rd and we will reopen Monday, April 6th. Today i...
04/03/2026

In observation of Good Friday, our office will be closed Friday, April 3rd and we will reopen Monday, April 6th.

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

Address

3411 W Rock Creek Road, Suite 100
Norman, OK
73072

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

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