Our Team

Zach Lussman
Senior Associate
Investment Advisor Representative*

1350 NW 138th St. Ste. 300
Clive, IA 50325
(515) 273-5120 Ext. 112
(712) 299-0371 Cell
Fax (515) 273-5128

E-mail: zlussman@securitiesmail.com
Website: firstheartlandfinancialgroup.com

Zach Lussman is an Investment Adviser Representative offering securities and advisory services through Lincoln Financial Securities. He's a member of the Des Moines Association of Insurance and Financial Advisors. Zach presents informational workshops to the community on a regular basis with topics including professional money management, investment planning, estate planning and long term care planning. Mr. Lussman strives to meet the needs of individuals and businesses.

SERVICES OFFERED:

  • Investment and Retirement Strategies*
  • Estate Conservation Strategies
  • Financial Planning and Analysis*
  • Retirement Income Distribution Planning
  • Portfolio Management*
  • Pension Distribution Strategies
  • Social Security Timing Strategies 
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Heath Insurance
  • Investment & Retirement Planning*
    401(k), Profit Sharing, and IRA/TSA Rollovers*

WE WORK WITH MANY COMPANIES TO HELP MEET YOUR NEEDS. BELOW IS A SAMPLE:

  • Lincoln Financial Group
  • Principal Financial Group
  • John Hancock
  • American General
  • Pacific Life
  • ING
  • Nationwide
  • American Funds
  • Midland National
  • Prudential
  • Fidelity Investments
  • Wellmark/Blue Cross Blue Shield
  • The Hartford Financial Services
  • AXA Equitable
  • Transamerica
  • Mutual of Omaha
  • Genworth
  • Lincoln Benefit Life
  • AVIVA
  • Protective
  • Jackson National
  • New York Life
  • Vanguard Investments
  • Franklin Templeton Investments
  • Putnam Investments
  • PIMCO Investments
  • Blackrock Investments
  • T. Rowe Price Investments
  • MetLife Investors USA
  • Dimensional Fund Advisors
  • Mass Mutual
  • CUNA
  • Invesco Investments

BIO

Zach grew up in Fonda, Iowa. He attended the University of Nothern Iowa. Zach graduated from UNI obtaining his Bachelor's degree in Finance specializing in Investments as well as his Bachelor's degree in Real Estate. He also participated in the Entrepreneurship program at UNI to receive his Certificate in Entrepreneurship. Zach and his wife, Sarah a CPA, currently reside in West Des Moines. Zach enjoys traveling, playing league volleyball, golf and working on home projects.

* Investments and advisory services offered through Representatives of Lincoln Financial Securities, Member FINRA/SIPC. Lincoln Financial Securities & First Heartland Financial Group, Inc. are not affiliated. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LFS-1175504-041615