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Management Team

Casey Knake 18

Casey Knake CFP®, CLU®, CHFC®, CAP®

Managing Partner

cknake@heritagefin.net

   

Ben Conover 18

Ben Conover

Partner

bconover@heritagefinservices.com

   

Daniel Pierce

Director of Operations

dpierce@heritagefinservices.com

 

Omaha

2401 S 130th Cir, 
Omaha, NE 68144

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

   


Norfolk

314 North 5th Street, Suite 400
Norfolk, NE 68701

Phone: 402-379-1811
Fax: 402-379-4458


Sioux Falls

26850 469th Avenue
Sioux Falls, SD 57106

Phone: (605) 361-1655

Get in Touch

Heritage Financial Services 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 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. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Heritage Financial Services 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. 3045437 DOFU 11/2020

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