Personal Financial Services

Ameriprise Financial Advisor

Heartland Bank is pleased to have an alliance with Ameriprise Financial and Doug Marine, Financial Advisor with Ascendant Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, to make available investment and financial services to our customers.

As an experienced advisor with Ameriprise Financial, Doug believes success should be measured not just by your financial well-being, but by how confident you feel about your future. His mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Areas of Focus

• Saving for Education
• Estate Planning
• Tax Planning
• Intergenerational Planning
• Retirement Planning
• Investments
• Insurance
• Wealth Preservation

Investments

• Annuities – Fixed and Variable
• Bonds
• Brokered CD’s
• Mutual Fund
• Notes
• REIT’s
• Stocks
• UIT’s

Retirement Accounts

• 403b
• Account Review
• Individual
• Rollovers
• SEP
• Simple

Insurance

• Health Insurance (including part D)
• Disability Insurance
• Insurance Review
• Life Insurance
• Long-term Care Insurance

   
*Products are not suitable for all clients based on risk and needs assessment.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc.  Member FINRA and SIPC. 

Investments are not insured by the FDIC or any other bank, are not deposits or other obligations of the bank, are not guaranteed by the bank, and are subject to risks, including possible loss of principal.  Ameriprise Financial and Heartland Bank are not affiliated.