Casey Knake, CFP, CLU, CHFC

Casey Knake, CFP, CLU, CHFC

www.caseyknake.com

Phone: (402) 379-1811
Fax: (402) 379-4458
E-mail:

Casey joined the firm in 1990. He works in the investment and estate planning fields along with the corporate advanced and retirement plan market. Casey holds securities registrations, Series 6, 7, 63, 65, as well as being licensed to sell life, health, and disability insurance. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He is a Chartered Life Underwriter, and a Chartered Financial Consultant, as well as a member of the Million Dollar Round Table, and Circle of Excellence. The MDRT and Circle of Excellence groups represent the top producers in the life insurance and investment markets. Casey is the investment specialist for the firm. He is past president of the Northeast Association of Insurance and Financial Advisors and sits on the State Board for this Association. Casey is a graduate of Briar Cliff College located in Sioux City, Iowa. He is a volunteer YMCA coach. He is also a volunteer with United Way, Red Cross blood donor, and is very active in his church in numerous leadership roles on committees and fundraising events. Casey is married. He and his wife, Wanda, have three children. The Knakes reside in Norfolk, NE. Contact Information

  • Heritage Financial Services 314 North 5th Street, Suite 400 P.O. Box 1541 Norfolk, NE 68701