Donna Mohr Kinney, Mary Ann Heine, Matt Peterson
Wealth Advisory Services is dedicated to helping nonprofit organizations manage, enhance and protect their investments.
Building on a long history of responsible decision-making and a commitment to meeting client needs, we provide a holistic approach designed to help our clients achieve their long-term financial goals. Local service is offered through our dedicated team at Minnesota Bank & Trust with administrative and operational support provided by by Heartland Financial's Wealth Advisory Services with over $2.1 billion in assets under management.
PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE