Casey Knake CFP® CLU ChFC

Casey Knake CFP® CLU ChFC

Financial Advisor

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

Casey joined Heritage Financial Services in 1990. He works in the investment and estate planning fields along with the corporate advanced and retirement strategies market.

Casey holds all the major securities registrations, Series 6, 7, 63, 65, as well as being licensed to sell life, health, and disability insurance. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

He is a CERTIFIED FINANCIAL PLANNERTMprofessional, Chartered Life Underwriter, and a Chartered Financial Consultant as well as a member of the Million Dollar Round Table. The MDRT group represent the top producers in the life insurance markets. He is also a member of the Circle of Excellence, which represents the top investment representatives within Securian Financial Services, Inc.

Casey is a graduate of Briar Cliff College located in Sioux City, Iowa. He is a volunteer at the YMCA and with United Way. He is a Red Cross blood donor and is very active in his church. He is the past president of NAIFA—Northeast Nebraska

Casey is married; He and his wife, Wanda, have three children. The Knake’s reside in Norfolk, Nebraska.



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