A Platform for Founders,
A Partnership for Leaders

Institutional Power. Local Autonomy.
Empowering elite advisors across MO, KS, AR, NE, and CO with the strength of Prudential and the agility of a boutique partnership.

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Choose Your Path

Two distinct ways to partner. One dedicated leadership team.

W-2 Statutory

Security & Legacy

  • Cash Balance Pension: Institutional wealth building.
  • Full Benefits: Health, Dental, Vision, and 401(k).
  • FICA Match: Reduced self-employment tax burden.
  • Errors & Omissions: Covered by the firm.
  • Turnkey Ops: We own the overhead; you own the relationships.

1099 Independent

Freedom & Scale

  • Maximized Payout: Aggressive grids for high-growth firms.
  • LPL Tech Stack: The industry's leading independent platform.
  • Your Brand: Ability to lead with your unique DBA.
  • Expense Control: You manage your P&L for maximum efficiency.
  • Business Equity: Full ownership of your enterprise value.

Meet Your Heartland Strike Team

Leadership with skin in the game. We are your partners in the ground war.

Mike Alexander

Mike Alexander

Managing Director

Strategist for the Heartland footprint, focused on helping elite advisors scale and protect their life's work.

Adam Maddox

Adam Maddox

Associate Managing Director

Driving operational excellence and ensuring a friction-free onboarding experience for high-growth teams.

Larry Grubish

Larry Grubish

Regional Director

Tech-forward leadership focusing on optimizing advisor operations and future-proofing practices.

Elizabeth Walker-Sadler

Elizabeth Walker-Sadler

Regional Director

Dedicated to helping advisors identify and build their unique "Perfect Practice" vision.

Mark Koski

Mark Koski

Regional Director

Specializing in the "90-in-60" asset migration standard to get you revenue-positive quickly.

Eric Baumert

Eric Baumert

Regional Director

Expert in W-2 vs. 1099 structure optimization and long-term tax-efficient succession planning.

Dana Albert

Dana Albert

Business Development Manager

Your first point of contact for exploring a partnership that puts your vision first.

Ready to Build Your Perfect Practice?

Whether you're looking for the security of a W-2 model or the independence of a 1099, the Greater Heartland team is ready to execute your vision.

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