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Heritage Financial Group, LLC Employee Directory

Financial ServicesMinnesota, United States1 Employees

Heritage Financial Group, LLC operates in the financial services sector, offering planning services across investment, tax, retirement, estate, and insurance planning. The firm serves accredited investors, real estate investors, and millennial investors, and it provides opportunities to engage with financial topics as a speaker. Securities and advisory services are delivered through Independent Financial Group, LLC, a registered investment adviser, and Heritage Financial Group and IFG are unaffiliated entities.

Based in St. Paul, Minnesota, Heritage Financial Group provides securities and advisory services through Independent Financial Group, LLC, a registered investment adviser, while noting that the two entities are unaffiliated. Its outreach is targeted to residents of Colorado, Minnesota, Montana, Nebraska, Ohio, Texas, and Wisconsin.

Find Heritage Financial Group, LLC employees' phone numbers or email addresses

Heritage Financial Group, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Heritage Financial Group, LLC's Leadership

  • Stylized image of a person
    L. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Auto Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. E.
    Wealth Advisor
    Phone icon
    Mobile Phone

Heritage Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Heritage Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. H.
    Auto Service Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. E.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Heritage Financial Group, LLC known for?

Minus sign iconPlus sign iconHeritage Financial Group, LLC was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-651-453-****
. Explore Heritage Financial Group, LLC's company overview page for more information.

What is Heritage Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconHeritage Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Group, LLC email formats with LeadIQ.

How many employees does Heritage Financial Group, LLC have currently?

Minus sign iconPlus sign iconHeritage Financial Group, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial Group, LLC's key employees and leadership?

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As of July 2026, Heritage Financial Group, LLC's key employees include:

  • Chief Executive Officer: L. S.
  • Auto Service Manager: D. H.
  • Wealth Advisor: D. E.

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