Tim Iverson

Phone: 402-558-6860
Fax: 402-558-9748
E-mail: tiverson@heritagefinservices.com

Tim Iverson was born and raised in Omaha, Nebraska and joined Heritage Financial Services, LLC in January 2010. Tim graduated with an Associates Degree in Business and Computer Programming from Nebraska College of Business. Tim is licensed to sell life, health and disability insurance as well as annuities. He holds his Series 6, 63 and 66 registrations as a Registered Representative of Securian Financial Services, Inc. Tim is a member of St. James church and helps coach football for the Jr. High school team. He enjoys traveling, playing golf and spending time with his family.

About Us

1010 S. 120th Street, Suite 200
Omaha, NE 68154

Phone: (402) 558-6860
Fax: (402) 558-9748

twilkinson @heritagefinservices.com
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Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

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.