Casey Knake, CFP®, CLU®, CHFC®, CAP®
"Helping you make the most of your money"
Casey Knake has been advising individuals, families and small businesses for over 25 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 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.
Casey joined Heritage Financial Services in 1990. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Casey is a volunteer with United Way and a Red Cross blood donor and is very active in his church and school.
Casey and his wife, Wanda, have three children and reside in Norfolk, Nebraska.
314 N. 5th Street, Suite 400 Norfolk, NE 68701-1541
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.
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.