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Heartland Financial Associates, LLC - Wealth Management

  • Financial Planners
  • Investments/Securities
  • Professionals
  • Insurance Agencies
393 Red Cedar Street
Suite 4
Menomonie, WI 54751
(715) 231-2058
(877)881-2058
(715) 231-4744 (fax)
Hours:
M-F 8:30am-5pm

About Us

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 read more
  • About

    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.

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  • Whom to Contact

    • Jonathan Kroening
      Certified Financial Planner
      Phone: (715) 231-2058
      Fax: (715) 231-4744
  • Directions

    We are located in the Red Cedar Office Mall on the East side of town (same building as the DMV.)