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Management Team

Casey Knake 18

Casey Knake CFP®, CLU®, CHFC®, CAP®

Managing Partner & Financial Advisor

cknake@heritagefin.net

 

Ben Conover 18

Ben Conover

Partner & Financial Advisor

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.

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