Business Details
36 Years
experience
Your Trusted Partner for Financial Advisory Services in Fargo
Heartland Trust was founded in 1990 with a commitment to providing independent, client-focused financial services. As a locally owned and operated trust company, we prioritize personalized service and ethical decision-making, ensuring all client-related decisions are made locally without corporate interference. Our team of experienced professionals offers fiduciary services, including asset management, trust administration, and retirement planning, guided by the highest standards of integrity and transparency.We serve individuals and businesses across the tri-state area, advocating for unbiased advice and tailored solutions to meet unique financial goals. With over 35 years of experience and a dedication to community-driven values, we strive to build long-term relationships rooted in trust and mutual respect.
Services
Investment Management
IRA Rollovers
Retirement Planning
Trust Administration
Estate Administration
401(k) Services
Charitable Gift Planning
Non-Profit Endowment Management
Details
- Year established: 1990
Highlights and features
- We operate as an independent fiduciary with no proprietary products or commissions.
- Our team has over 400 years of combined experience in trust and financial services.
- We provide locally made decisions tailored to individual client needs.
- We prioritize transparency with no hidden fees or unexpected costs.
- We are regulated by the North Dakota Department of Financial Institutions.
Services
Investment Management
We build customized investment strategies to maximize returns and minimize risk, aligning with your financial goals. Our approach focuses on long-term growth and security through diversified portfolios. Clients benefit from ongoing monitoring and adjustments to ensure optimal performance.
Trust Administration
Our team manages trusts with precision, ensuring compliance with legal requirements and your unique wishes. Services include estate settlement, agency accounts, and charitable trust oversight. We prioritize transparency and personalized service for seamless asset transfer.
Retirement Planning
We simplify retirement planning through IRA rollovers, 401(k) administration, and personalized savings strategies. Our goal is to secure your financial future with tax-efficient solutions and expert guidance tailored to your lifestyle.
Estate Administration
We handle estate settlement with care, ensuring smooth distribution of assets according to your wishes. Our services include probate support, endowment management, and charitable gift planning to protect your legacy.
Non-Profit Services
We provide tailored financial strategies for foundations and non-profits, focusing on sustainable growth and mission alignment. Services include investment oversight, compliance support, and grant distribution management to maximize community impact.
People
Steve Halverson
Chairman of the Board
Founded Heartland Trust in 1990 as North Dakota's first independent trust company. With 18 years at Norwest Trust, he brings deep expertise in trust operations and community leadership.
Brian Halverson
President and CEO
Led Heartland Trust since 2012, advancing its mission through client advocacy and innovation. Active nationally in trust organizations and local community initiatives.
Gary W. Hanson
Executive Vice President
A 30-year financial services veteran with expertise in trust operations and corporate finance. Served in leadership roles at Norwest and Bremer Financial before joining Heartland Trust.
Rachel Meske
Director of Trust
Certified Trust and Fiduciary Advisor with 15+ years in estate planning and trust administration. Active in local nonprofits and graduate of the Chamber Leadership FMWF program.
Dustin Sobolik
Director of Investments
Certified Financial Planner with expertise in portfolio management and market research. Leads investment committee discussions on strategy and risk assessment.
Questions
What services does Heartland Trust Company offer?
We provide investment management, trust administration, retirement planning, IRA rollovers, estate administration, and 401(k) plan services for individuals and businesses.
Is Heartland Trust Company independent?
Yes, we are an independent fiduciary with no proprietary products or commissions, ensuring unbiased advice tailored to client needs.
How long has Heartland Trust been in business?
We were founded in 1990 and have over 35 years of experience serving clients in the tri-state area.
Do you serve non-profit organizations?
Yes, we offer specialized endowment and foundation management services to help non-profits achieve sustainable financial growth.
What areas do you serve?
We primarily serve Fargo, Moorhead, West Fargo, and surrounding areas in North Dakota and Minnesota.