Alan joined Heritage Financial in February 2016. Alan has received multiple awards over his last 20 years. Alan Hauschild achieved the Foundation Club Status with Securian Financial Services in 2017. Alan earned the Certified Long-Term Certification (CLTC) in 2016 and is expected to complete his Certified Financial Planning (CFP) designation in 2019.
Alan received his Bachelor of Sciences Business Degree from the University of Nebraska at Kearney. Alan is active with West O Chamber Board, Partnership In Aging, Omaha Senior Resource Group, Men in Mission, Omaha Kids Against Hunger, Mustache’s 4 Kids, and serves on many committees including being the Fundraising Chair for the Omaha Alzheimer’s Association Walk for a Cure in 2016 & 2017.
He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, Annuities, Sickness, Accident and Health licenses. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Alan is active in Society of Financial Services Professionals (FSP) and National Association of Insurance and Financial Advisors (NAIFA).
Alan is a proud Father of two wonderful children-Kyla and Logan. Alan enjoys their school and sporting activities. Alan also enjoys tennis, running, watching sports, and reading financial publications.
Alan is passionate about offering financial education to his clients. He conducts numerous educational workshops on financial matters. Alan focuses in the following areas:
- Preparing for Retirement
- Estate Planning
- Long-Term Care Planning
- Wealth Distribution
- Asset Preservation Strategies
- 401(k) and other Retirement Plans
- Business Succession Strategies
- Social Security Strategies
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Heritage Financial Services 1010 S. 120th Street Suite 200 Omaha, NE 68154 Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Heritage Financial Services is independently owned and operated.