Heartland Wealth Management is an independent financial advisory firm in Norman, Oklahoma, offering financial planning and investment management services. The firm conducts face-to-face client meetings at least twice yearly, performs internal portfolio reviews every 60 days, and prepares annual required minimum distribution reports. Founded over 38 years ago and serving clients across 30 states, the firm is led by Mark, the owner and founder with more than 30 years of industry experience, supported by a team with over 100 years of combined expertise in retirement income planning, estate planning, and wealth management.