Preston Speece, CFP, LUTCF
Preston has been in the Insurance and Financial Services industry since 1995 and joined Heritage Financial Services, LLC in January of 2005. He is active in the management of the firm as well as serving his own clients. For the past 14 years, Preston has received GAMA International's Frontline Leader Award recognizing his efforts in building successful new advisors. Additionally, he received Securian's Diamond Managing Director of the Year Award in 2009 and 2010 which is awarded to the Top Frontline Sales Management Leader in the Securian Financial Network. Preston received his Bachelor of Arts in Business Administration and Economics from Hastings College. He is a member of Rejoice Lutheran Church in Omaha, Teammates Mentoring, volunteers with his family at the Open Door Mission, and serves on many boards and committees including the Teammates Mentoring OPS Board and Oak Hills Country Club. He is active in the Omaha Association of Insurance and Financial Advisors where he is a Moderator for the LUTCF Program, and is a member of GAMA. He holds his Series 6, 7, 24, 26 and 65 registrations and his Life, Annuities, Sickness, Accident and Health license and has been authorized by the Certified Financial Planner Board of Standards to use the certification mark CERTIFIED FINANCIAL PLANNER ™, PROFESSIONAL. He is an Investment Advisor Representative and Registered Representative of Securian Financial Services. Preston is married to Kendra and they have two children.
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives.
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and a registered investment advisor. Heritage Financial Services is independently owned and operated. Securians awarded to the Top Frontline Sales Management Leader in the Securian Financial Network.
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.
Gama International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.