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  (402) 379-1811   cknake@heritagefin.net

Heritage Financial Services, LLC

Heritage Financial Services, LLC

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  2. Mitchell Schultze

Mitchell Schultze

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Mitchell Schultze
Financial Advisor
Phone: 
402-379-1811
E-mail: 
mschultze@heritagefin.net

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 and received a degree in Business Administration and Finance. Mitchell is licensed to sell life, health and disability insurance. He holds his Series 7 and 66 registrations as a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Mitchell specializes in helping individuals and families protect and grow their wealth. He also specializes in working with business owners on their employee benefits packages, business succession strategies and employee financial education.

Mitchell and his wife, Amanda, reside in Norfolk with their daughters, Dawson and Remi.

In his free time, Mitchell enjoys being a mentor, co-treasurer and board member with the TeamMates Mentoring Program. He also runs the Norfolk Area D-League basketball program for boys grades 7-12, where they focus on skill development and playing basketball in the summer.

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  •   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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