Ben joined Heritage Financial Services in 2008. Ben is a graduate of the University of Nebraska-Lincoln with a Bachelor of Finance. Ben is licensed to sell life, health and disability insurance. He also holds his Series 7 and 66 registrations and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Specializing in designing financial strategies for businesses and families, Ben is passionate about helping clients set attainable long-term goals. He then helps to achieve these goals through diversification and customized strategies. Ben has been recognized by both Heritage Financial Services and Securian Financial Services for exceptional production and performance, including Securian’s 2009 Silver New Advisor of the Year. Ben is a member of the Million Dollar Round Table (Court of the Table) and continues to produce at a top level. Ben enjoys spending time with his wife, Sarah, and their children Lucy, Brennen, and Dylan. Together, they enjoy traveling and visiting with family and friends.
*Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. A securities dealer and registered investment advisor. Heritage Financial Services, LLC is independently owned and operated.
Million Dollar Round Table: 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 least2 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.
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.
TR# 2223631 D.O.F.U. 8/2018