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  (402) 379-1811   cknake@heritagefin.net

Heritage Financial Services, LLC

Heritage Financial Services, LLC

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Creating a Financial Strategy for

Financial Freedom

We strive to serve our clients during the financial process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

 

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Our Company

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.

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Our Services

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

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Meet Our Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

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Looking to learn more?

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Casey Knake, CFP®, CLU®, ChFC®, CAP®

Financial Advisor

"Helping you make the most of your money"

Casey Knake has been advising individuals, families and small businesses for over 25...

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Ben D. Conover

Financial Advisor

Team Member Since 2008

Ben is a graduate of the University of Nebraska-Lincoln with a Bachelor of Finance. Ben is licensed to sell life,...

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Mitchell Schultze

Financial Advisor

Team Member Since 2013

Mitchell is a graduate of Morningside College in Sioux City, IA where he was a part of the Mustangs basketball team...

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Colby J. Conover

Financial Advisor

Team Member Since 2014

Colby graduated from the University of Nebraska-Lincoln with a Bachelor of Finance with an emphasis on risk...

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Keaton Knake

Financial Advisor

Keaton joined Heritage Financial Services in 2017 is a graduate of the University of Lincoln with a Bachelor of Finance.  Keaton brings over...

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Jamie Werner

Assistant

Jamie graduated from Wayne State College with a Degree in Business Administration . She began working with Casey in May 2002. Currently, Jamie is...

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Melissa Froehlich

Assistant

Melissa graduated from Wayne State College with a Bachelor’s Degree in Finance and Human Resource Management. She joined Casey’s team...

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Gloria Aschoff

Assistant

Gloria began working with Casey in August 2008. She works with the retirement plans and investment clients. Gloria is a Registered Representative...

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Carmen Brahmer

Administration Assistant

Team member since 1995.

Carmen assists Ben Conover as an administrative assistant and customer service representative.

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Kelcy Chohon

Assistant

Team member since 2017.

Kelcy is responsible for greeting clients, gathering and updating personal information, creating marketing...

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Vicky Owen

Assistant

Team member since 2018.

Vicky assists Ben Conover with a variety of office duties, including managing his calendar and creating marketing...

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Callie Kuhl

Assistant

Team member since 2018.

Among various marketing duties, Callie schedules appointments for Mitchell and helps manage his calendar.

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Contact info

  •   314 North 5th Street, Norfolk, Nebraska 68701
  •   (402) 379-1811
  •   cknake@heritagefin.net

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Heritage Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Heritage Financial Services 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 Heritage Financial Services 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. 1814948 DOFU 06/2017

 

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