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Investment Services

Heritage Bank has access through Legacy Financial LLC, to investment professionals who can work with you to develop an investment plan for retirement, college planning, capital growth, and much more!

INVESTMENT PRODUCTS ARE: Not FDIC insured. Not a deposit. Not bank guaranteed. May lose value. Not insured by any Federal Government.

Legacy Financial LLC, Chad Ericson, Investment Advisor Representative

Office: 321 Reed Street Suite #2, Akron, IA 51001
Available by appointment at any bank office in Iowa.

Legacy Financial LLC, Andrew Selberg, Investment Advisor Representative

Office: 310 1st Street SW, P.O. Box 183, Willmar, MN 56201
Available by appointment at any bank office in Minnesota.

SECURITIES AND INVESTMENT SERVICES offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, RDA Financial Network, Inc., a Registered Investment Advisor. Cambridge, RDA Financial Network, Legacy Financial LLC and Heritage Bank are not affiliated.

Products and services offered by our Investment team include:

  • Portfolio Management
  • Full-Service Brokerage
  • College Planning
  • Estate Planning
  • IRAs
  • Simple IRAs
  • SEPs
  • 401(k) Plans
  • Variable Annuities
  • Stocks
  • Mutual Funds
  • Money Market Accounts
  • Bonds