Casey Knake CFP®, CLU®, CHFC®, CAP®
Casey Knake has been advising individuals, families and small businesses for over 30 years. Casey and his team work closely with his clients to understand their unique goals, needs and concerns. Together they analyze and recommend wealth management strategies designed to meet their clients' needs regarding investing, retirement income and charitable giving.
Casey works in the life insurance, investment and estate planning fields along with the corporate retirement strategies market. Over the years, he has formed strategic alliances with many of the CPA and law firms in Omaha and Northeast Nebraska.
Casey has earned a few of the financial industry's most respected professional designations, including Certified Financial Planner™, Chartered Life Underwriter®, Chartered Financial Consultant® and Chartered Advisor in Philanthropy®. He is a member of the Million Dollar Round Table; a group representing financial professionals.
He holds Series 7, 6, 65, 63 and is a Series 24 Registered Principal.
Casey joined Heritage Financial Services in 1990. He is a Registered Representative and Investment Advisor Representative. Casey is a volunteer with United Way, the YMCA and has been a Red Cross blood donor for many years. Casey is also a board member of the Missionary Benedictine Sisters.
Effective January 1st, 2020, Casey and his partner Ben Conover purchased the firm - becoming managing partners - and have been working on a number of initiatives to improve the overall client experience within the firm.
Casey and his wife, Wanda, have three children. They split their time between residences in Omaha and Norfolk.
"Helping you make the most of your money"
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not guarantee of future financial results. Investors should conduct their own evaluation.
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