Casey Knake
Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations.
- Role
- Financial Advisor, Cfp(R),clu(R),chfc(R), Cap(R) at Heritage Financial Services
- Location
- Norfolk, NE, US
- LinkedIn followers
- 500 followers
About Casey Knake
Casey joined Heritage Financial services in 1990. Casey works in the investment and…
Experience
Financial Advisor, Cfp(R),clu(R),chfc(R), Cap(R)
Jan 1990 — Present
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Heritage Financial Services is independently owned and operated. 314 N 5th St, Ste 400 Norfolk NE 68701 | 1010 S 120th St, Ste 200 Omaha NE 68154
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