Skip to main content
menu

 402-558-6860       Client Resources   Schedule a Call   Client Portal

  • About Us
    • Solutions
    • Our Philosophy
    • HFS Medical Division
    • Business Solutions Center
  • Our Team
    • Management Team
    • Norfolk Associates
    • Omaha Associates
  • Our Solutions
  • Resources
    • Financial Calculators
  • Contact
  • Aerial shot of green milling tractor by Tom Fisk

Management Team

Casey Knake 18

Casey Knake CFP®, CLU®, CHFC®, CAP®

Managing Partner

cknake@heritagefin.net

 

Ben Conover 18

Ben Conover

Partner

bconover@heritagefinservices.com

 

 

 
 

Omaha

2401 S 130th Cir, 
Omaha, NE 68144

Phone: 402-558-6860
Fax: 402-558-9748

   


Norfolk

314 North 5th Street, Suite 400
Norfolk, NE 68701

Phone: 402-379-1811
Fax: 402-379-4458

Get in Touch

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Broker/Dealer website | Important Information and Form CRS | Business Continuity Plan

© 2024 Heritage Financial Services All rights reserved.