Serving the heartland since 1979


Heartland Money Management, LLC


Heartland Money Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized planning is designed to help manage clients’ wealth by delivering an unprecedented level of personalized service.

507.288.5006 (office) / 507.358.9821 (cell)

We Focus On Retirement

WHAT SEPARATES US FROM THE REST


Financial Planning

Financial Planning

We assist you with education, retirement, and estate planning.

Investment Analysis

Investment Analysis

From managed accounts to variable annuities, we will assist you in making the right choice for your investments.

Insurance Considerations

Insurance Considerations

Perhaps the most valuable asset is you and your ability to be productive. Let us help you protect that asset with life insurance and disability insurance.

Your Financial Advisor




Advisor/Owner

Doug Thompson

Heartland Money Management, LLC was established in 1979. After being a teacher/coach for seven years in Duluth, MN, I began my career as an insurance agent. My practice grew over the next four years and in 1983 I returned to my roots in southeast Minnesota along with my wife and three children. Business continued to grow and diversify by incorporating various types of securities and insurance. Today, as baby boomers reach retirement in record numbers, the need to have a well thought out plan is critical. There are Social Security benefits, 401k's, 403b's, SIMPLE IRA's, pension plans and the list goes on. All of these and more need to be efficiently integrated to develop your retirement and/or estate plan. Statistically, life expectancies extend into the upper 80's and beyond. For most people their biggest question is "will my money last". For most people, this journey can't be accomplished without the assistance of a professional. Let's make the journey together!


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WE HELP YOU BUILD LONG-TERM WEALTH.

Heartland Money Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized planning is designed to help manage clients’ wealth by delivering an unprecedented level of personalized service.

How to Find Us


616 18th Street SW
Rochester, MN 55902
507.288.5006 (office) / 507.358.9821 (cell)
doug@heartlandmoney.com