This post was contributed by a community member. The views expressed here are the author's own.

Health & Fitness

Heartland Bank Welcomes LPL Financial Advisor, Patricia Paulik

LPL Financial Advisor, Patricia Paulik, has joined HBT Investment Services and is located at Heartland Bank and Trust Company in Western Springs and Huntley, IL.

WESTERN SPRINGS, IL (May 24, 2013) – LPL Financial Advisor, Patricia Paulik, has joined HBT Investment Services as a Vice President and is located at Heartland Bank and Trust Company in Western Springs and Huntley, IL. The addition of Paulik will help HBT Investment Services grow and expand its depth of investment services while also allowing it to continue its tradition of o­ffering personalized, unbiased guidance to clients.

 “We are pleased to have Patricia joining our team,” said Kim L. Larson, Senior Vice President of Wealth Management. “I believe her commitment to offering personal service and trusted advice aligns well with our team’s mission of helping clients pursue their objectives through thoughtful financial planning.”

 Paulik brings 27 years of financial services experience to HBT Investment Services, including 25 years as a financial advisor. She brings additional financial experience including portfolio construction and analysis, wealth transfers, and comprehensive financial planning. Paulik earned a B.A. in Communications from Dominican University, and is also attending the Boston Institute of Finance to complete a Certified Financial Planner designation. She is a 2012 Five Star Wealth Manager award winner, a select group representing less than 3 percent of wealth managers in the Chicago area*. She has also earned her Series 6, 7, 63, and 65 registrations held with LPL Financial.

Find out what's happening in La Grangewith free, real-time updates from Patch.

LPL Financial is a leading provider of broker/dealer services to financial institutions with over 700 bank and credit union clients in 49 states. LPL Financial is a self-clearing broker/dealer, with over $373 billion in Advisory and Brokerage Assets, as of 12/31/12**. HBT Investment Services and LPL Financial offer access to a complete array of financial instruments including stocks, bonds, mutual funds, annuities, and insurance.

 About Heartland Bank and Trust Company

Find out what's happening in La Grangewith free, real-time updates from Patch.

Heartland Bank and Trust Company is an independently owned community bank with assets of $2.9 billion. Headquartered in Bloomington, IL, the bank has offices in communities throughout Illinois. The bank offers a complete line of financial services to commercial and retail customers. More information is available on the bank’s website at www.hbtbank.com.

 Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Heartland Bank deposits and are not FDIC insured. These products are not obligations of Heartland Bank and are not endorsed, recommended or guaranteed by Heartland Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Heartland Bank and HBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

We’ve removed the ability to reply as we work to make improvements. Learn more here

The views expressed in this post are the author's own. Want to post on Patch?