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Qualifications

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.

Casey is a CERTIFIED FINANCIAL PLANNER^TM professional. He is a 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 market. He is also a member of the Circle of Excellence, which represents the top producers within Securian Financial Services, Inc.

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.