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Preston Speece, CFP, LUTCF - Vice PresidentOmaha, NE
Phone: (402) 558-6860 Preston joined Heritage Financial Services in January of 2005. He is active in the management with the firm as well as serving his own clients. Preston received his Bachelor of Arts in Business Administartion and Economics from Hastings College. He is a member of the West Omaha Rotary Club and is a member of Rejoice! Lutheran Church in Omaha. He serves on the Board of Directors for the Omaha Association of Insurance and Financial Advisors and is a member of GAMA. He holds his Series 6, 7, 24, 26, and 65 registrations and his Life, Annuities, Sickness, Accident and Health license and has been authorized by the Certified Financial Planner Board of Standards to use the certification mark CFP, Certified Financial Planner. He is an Investment Advisor Representative and Registered Representative of Securian Financial Services. Preston is married to Kendra and they have two children, Jackson and Eleanor. Contact Information Preston Speece Heritage Financial Services 1010 S. 120th Street, Suite 200 Omaha, NE 68154 Phone: (402) 558-6860 Fax(402) 558-9748 Email Address: pspeece@heritagefinservices.com ![]() ![]() ![]()
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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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