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Jeanne Boisen-Baum
Phone: 402-558-6860 Jeanne Boisen-Baum has a successful 10 year career marketing products and services in the health care industry. Jeanne also spent time as a National Account Manager for an international currency broker, marketing foreign currency transactions to Fortune 500 companies in New York City and on the west coast. It was Jeanne's passion for investing and financial strategies that led her to Heritage Financial Services, LLC. Jeanne is insurance licensed for life, health, disability and long-term care, and carries a Series 7 and 66 registration as a Registered Representative of Securian Financial Services, Inc. Jeanne has a Bachelor of Business Administration degree from the University of Iowa, majoring in Finance. Extra curricular activity included running track for U of I. In 1999 Jeanne married Robert Baum, Physician Assistant for the Nebraska Medical Center Endocrinology Department. Jeanne has been actively involved wit the Juvenile Diabetes Research Foundation since 2005; by spearheading and organizing an annual community bike ride fund raiser. Jeanne is an avid outdoor enthusiast who enjoys cycling, mountain biking, backpacking, kayaking, adventure racing, ice climbing and skiing. 
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Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Heritage Financial Services, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Services, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Heritage Financial Services, LLC, 1010 S. 120th Street, Suite 200, Omaha, NE, 68154 (402) 558-6860 |
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