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Personal Strategies: Estate Strategies, College Funding, Retirement Strategies, Life and Disability Insurance

Wealth Accumulation*: Mutual funds, Brokerage Services, Variable Insurance Products, Investment Advisory Services

Business Strategies: Business succession plans, Key Employee Insurance, Deffered Compensation Plans, Salary Continuation Plans, Split Dollar Plans, Executive Bonus Plans

Employee Benefit Strategies: 401(k) Plans, Group Life Plans, Group Health Plans, Group Disability Plans, Retirement Plans

Asset Management*: Fee Based Planning, Financial Planning Seminars, Wrap Fee Accounts,

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

Quick Links

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

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

cknake@heritagefin.net
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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.