Home

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Financial Calculators

About Us

Helping You Make The Most of Your Money

The financial professionals at Heritage Financial Services, LLC, are here to help you realize your financial goals by helping you make the most of your money. Our unique, long-term approach builds relationsips with clients from the ground up. We focus on meeting each client's indivdualized needs starting with a customized financial strategy and using sound, proven financial principles as the basis of all our recommendations. Our clients rely on our guidance throughout their changing personal circumstances, carrers and retirement.

Excellent Service

Our commitment to dependable, precise, outstanding service is evident in all our available resources: our quality staff, competitive products, and highly knowledgeable associates. We focus on making our clients comfortable in the knowledge that their financial security is our number one priority.

Our Team

Casey Knake
Ben D. Conover
Jamie Werner
Melissa Froehlich
Gloria Aschoff
Jade Lippmann
Sheila Wolfe
Mike Booth

Quick Links

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

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

cknake@heritagefin.net
Map and Directions

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Casey Knake, CFP®, CLU, ChFC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Casey Knake, CFP®, CLU, ChFC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Casey Knake, CFP®, CLU, ChFC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.