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Brian Halverson

Heartland Trust Company

Brian Halverson

Heartland Trust Company

Brian Halverson

Heartland Trust Company

Profession LogoTRUST ADMINISTRATOR

Bio coming soon!

Firm Description

As North Dakota’s oldest and most respected independent trust company, we are proud to offer fee-only wealth management and trustworthy advice.

•Independent
•No Commission
•Transparency
•Local Decision Making – Best for the client, not for the shareholder
•We treat all accounts with the Fiduciary Standard of care

We have the ability to choose from many different investment strategies to help you meet your goals.

There is no “One Size Fits All” strategy that works for everyone. Let us help you figure out a comfortable investment strategy that helps you meet your goals and give you peace of mind.

  • Trust Administration
  • Financial Planning
  • Estate Planning
  • Retirement Planning

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

1202 27th Street South
Fargo, ND 58103

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts