Tim Iverson LUTCF, FSCP®

Financial Advisor

Tim Iverson was born and raised in Omaha, Nebraska and joined Heritage Financial Services in January 2010. Tim focuses on helping Individuals, Families, and Small Businesses achieve their long term financial goals and is licensed to sell Life, Health, Disability, Long Term Care and Annuities to help protect his clients. He holds his Series 7 and 66 registrations and is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC. 

Tim has completed the Life in Leadership Institute program through NAIFA Omaha, served and the Board of Directors, and continues to be active member as an advocate for his clients.  He loves to travel, coach youth sports, golf, and spend time with his 4 children and 3 grandchildren.