Our Mission

Our mission is to provide high net worth clients with holistic financial advice customized to achieve their desired long term goals. We pride ourselves on walking hand in hand with our clients, working together as a team, to navigate through all phases of life. We are committed to providing a transparent process that builds trust, includes absolute objectivity, and puts the needs of our client’s first and foremost.

We deliver a “boutique” customized client experience while using the vast resources and depth of Wells Fargo Advisors, a leading financial services firm. As a result, our practice limits the number of clients we serve in an effort to provide the highest level of service critical to achieving a successful goals based planning solution.

2024 Forbes Best-in-State Wealth Management Teams

We are pleased to announce that Heartland Financial Consulting Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. Our predecessor group, Patterson Hayes Wealth Management Group of Wells Fargo Advisors, was named to the 2023 Forbes Best-in-State Wealth Management Teams list. This team was comprised of Nelson Patterson, Ken E. Hayes, Scott Farmer, LeAnn Williams, and Paula Moseley.

This recognition serves as a reminder that the entire team at Heartland Financial Consulting Group of Wells Fargo Advisors is committed to working every day for the financial success of our clients.


  


The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid to use this logo.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, FL, GA, IL, KY, MD, MI, MO, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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