www.heritagefinservices.com
Open in
urlscan Pro
44.236.81.186
Public Scan
Submitted URL: http://www.heritagefinservices.com/
Effective URL: https://www.heritagefinservices.com/
Submission: On May 10 via api from US — Scanned from DE
Effective URL: https://www.heritagefinservices.com/
Submission: On May 10 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
POST /antibot
<form class="contact-message-contact-form contact-message-form contact-form antibot" data-user-info-from-browser="" data-drupal-selector="contact-message-contact-form" data-action="/" action="/antibot" method="post" id="contact-message-contact-form"
accept-charset="UTF-8" data-once="form-updated user-info-from-browser" data-drupal-form-fields="edit-name,edit-mail,edit-subject-0-value,edit-message-0-value,edit-submit,edit-url">
<noscript>
<style>
.no-js form.antibot * :not(.antibot-message) {
display: none !important;
}
</style>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="form-item form-item--textfield form-item--id-name js-form-item js-form-type-textfield js-form-item-name">
<label for="edit-name" class="form-item__label is-required js-form-required"> Your name <span class="form-item__required-marker"><span class="visually-hidden">This field is required.</span></span>
</label>
<input data-drupal-selector="edit-name" type="text" id="edit-name" name="name" value="" size="60" maxlength="255" class="form-item__text is-required" required="required" aria-required="true">
</div>
<div class="form-item form-item--email form-item--id-mail js-form-item js-form-type-email js-form-item-mail">
<label for="edit-mail" class="form-item__label is-required js-form-required"> Your email address <span class="form-item__required-marker"><span class="visually-hidden">This field is required.</span></span>
</label>
<input data-drupal-selector="edit-mail" type="email" id="edit-mail" name="mail" value="" size="60" maxlength="254" class="form-item__email is-required" required="required" aria-required="true">
</div>
<div class="field--type-string field--name-subject field--widget-string-textfield js-form-wrapper form-wrapper" data-drupal-selector="edit-subject-wrapper" id="edit-subject-wrapper">
<div class="form-item form-item--textfield form-item--id-subject-0-value js-form-item js-form-type-textfield js-form-item-subject-0-value">
<label for="edit-subject-0-value" class="form-item__label is-required js-form-required"> Subject <span class="form-item__required-marker"><span class="visually-hidden">This field is required.</span></span>
</label>
<input class="js-text-full text-full form-item__text is-required" data-drupal-selector="edit-subject-0-value" type="text" id="edit-subject-0-value" name="subject[0][value]" value="" size="60" maxlength="100" placeholder="" required="required"
aria-required="true">
</div>
</div>
<div class="field--type-string-long field--name-message field--widget-string-textarea js-form-wrapper form-wrapper" data-drupal-selector="edit-message-wrapper" id="edit-message-wrapper">
<div class="form-item form-item--textarea form-item--id-message-0-value js-form-item js-form-type-textarea js-form-item-message-0-value">
<label for="edit-message-0-value" class="form-item__label is-required js-form-required"> Message <span class="form-item__required-marker"><span class="visually-hidden">This field is required.</span></span>
</label>
<textarea class="js-text-full text-full form-item__textarea is-required" data-drupal-selector="edit-message-0-value" id="edit-message-0-value" name="message[0][value]" rows="12" cols="60" placeholder="" required="required"
aria-required="true"></textarea>
</div>
</div>
<input autocomplete="off" data-drupal-selector="form-8ycuepq1eow-nhls1kkbxh6scaw88hulbk3qwuji98" type="hidden" name="form_build_id" value="form-_8yCUEpQ1EOW_Nhls1KkBxh6ScAw88huLbk3qWUjI98" class="form-item__hidden">
<input data-drupal-selector="edit-contact-message-contact-form" type="hidden" name="form_id" value="contact_message_contact_form" class="form-item__hidden">
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="" class="form-item__hidden">
<input data-drupal-selector="edit-honeypot-time" type="hidden" name="honeypot_time" value="Yl7WT2vhuGHenD00yzDz5ccpxwUM2w_vwl6IzYEj1D4" class="form-item__hidden">
<div data-drupal-selector="edit-captcha" class="captcha"><input data-drupal-selector="edit-captcha-sid" type="hidden" name="captcha_sid" value="21485" class="form-item__hidden">
<input data-drupal-selector="edit-captcha-token" type="hidden" name="captcha_token" value="kvxWuideJR3GA0pCfu6QvuUNozJSxL-H3wuGhHk9qVE" class="form-item__hidden">
<input data-drupal-selector="edit-captcha-response" type="hidden" name="captcha_response" value="Google no captcha" class="form-item__hidden">
<div class="g-recaptcha" data-sitekey="6LfHFhUTAAAAABKy3nx_uNR_KMbsVpPkRMIooOCW" data-theme="light" data-type="image">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LfHFhUTAAAAABKy3nx_uNR_KMbsVpPkRMIooOCW&co=aHR0cHM6Ly93d3cuaGVyaXRhZ2VmaW5zZXJ2aWNlcy5jb206NDQz&hl=en&type=image&v=nEGwmCAyCoKVn9PSwAGnQWhY&theme=light&size=normal&cb=umuuz68nc851"
width="304" height="78" role="presentation" name="a-nzgtshimhmh7" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe>
</div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div><input data-drupal-selector="edit-captcha-cacheable" type="hidden" name="captcha_cacheable" value="1" class="form-item__hidden">
</div>
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions"><input data-drupal-selector="edit-submit" type="submit" id="edit-submit" name="op" value="Send"
class="button button--primary js-form-submit">
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="form-item form-item--textfield form-item--id-url js-form-item js-form-type-textfield js-form-item-url">
<label for="edit-url" class="form-item__label"> Leave this field blank </label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url" name="url" value="" size="20" maxlength="128" class="form-item__text">
</div>
</div>
</form>Text Content
Skip to main content
menu
402-558-6860 Client Resources Schedule a Call
* About Us
* Solutions
* Our Philosophy
* HFS Medical Division
* Business Solutions Center
* Our Team
* Management Team
* Norfolk Associates
* Omaha Associates
* Sioux Falls Associates
* Our Solutions
* Resources
* Financial Calculators
* Contact
Previous Slide◀︎
Next Slide▶︎
* FINANCIAL STRATEGIES FOR SUCCESS
SCHEDULE A CALL
* IN TODAY'S COMPLEX WORLD, THE EXPERTISE AND CLEAR VISION OF A FINANCIAL
PROFESSIONAL CAN HELP YOU REACH YOUR FINANCIAL GOALS.
SCHEDULE A CALL
* WE MAKE AVAILABLE A WIDE RANGE OF QUALITY INSURANCE AND INVESTMENT PRODUCTS.
Schedule a Call
01. ABOUT US
We are dedicated to providing investment management and strategic wealth
management that is right for you. Simply put, we strive to be our client’s
trusted resource.
02. OUR PHILOSOPHY
As a firm, our focus is to understand your goals and develop a strategy to reach
them. We will meet with you to present an analysis and discuss our
recommendations.
03. OUR PROCESS
A strong process is the best way to create a more financially secure strategy.
It is crucial to create a financial strategy that seeks to protect your needs
now, and that prepares for the future, in a tax efficient manner.
MANAGEMENT TEAM
CASEY KNAKE CFP®, CLU®, CHFC®, CAP®
MANAGING PARTNER
cknake@heritagefin.net
BEN CONOVER
PARTNER
bconover@heritagefinservices.com
DANIEL PIERCE
DIRECTOR OF OPERATIONS
dpierce@heritagefinservices.com
FINANCIAL PROFESSIONALS
TIM BRUNGARDT LUTCF
FINANCIAL ADVISOR
tbrungardt@heritagefin.net
COLBY CONOVER
FINANCIAL ADVISOR
cconover@heritagefin.net
MITCHELL SCHULTZE
FINANCIAL ADVISOR
mschultze@heritagefin.net
TIM IVERSON LUTCF, FSCP
FINANCIAL ADVISOR
tiverson@heritagefinservices.com
AARON OSTLER CHFC®
DISABILITY SPECIALIST & FINANCIAL ADVISOR
aostler@heritagefinservices.com
ALAN HAUSCHILD CFP®, CLTC
FINANCIAL ADVISOR
ahauschild@heritagefinservices.com
MARK BRUNGARDT
FINANCIAL ADVISOR
mbrungardt@heritagefinservices.com
KEATON KNAKE CFP®
FINANCIAL ADVISOR
kknake@heritagefinservices.com
JANE PINGEL
FINANCIAL ASSOCIATE
jane.pingel@heritagefinservices.com
PATRICK ZIMMER
FINANCIAL ADVISOR
pzimmer@heritagefinservices.com
CORY CALLAHANCRPS®
FINANCIAL ADVISOR
ccallahan@heritagefinservices.com
SUPPORT STAFF
SUE GOMEZ
EXECUTIVE ASSISTANT
sgomez@heritagefinservices.com
ANGELA CORBETT
MARKETING
acorbett@heritagefinservices.com
MARY JOHNSON
INSURANCE ASSISTANT
mjohnson@heritagefinservices.com
JAMIE WERNER REGISTERED ASSOCIATE
INVESTMENT ASSISTANT
jwerner@heritagefin.net
MELISSA FROEHLICH REGISTERED ASSOCIATE
INSURANCE ASSISTANT
mfroehlich@heritagefin.net
KELCY CHOHON
MARKETING
kchohon@heritagefin.net
CARMEN BRAHMER
PRODUCT ASSISTANT
cbrahmer@heritagefinservices.com
KAYLA GUBBELS
ADMINISTRATIVE ASSISTANT
kgubbels@heritagefin.net
CALLIE KUHL
ADMINISTRATIVE ASSISTANT
ckuhl@heritagefin.net
AMANDA SMITH
MARKETING
asmith@heritagefinservices.com
DACEY BRAUNSROTH
ADMINISTRATIVE ASSISTANT
dbraunsroth@heritagefin.net
DESTYNE LARSON
HEALTH INSURANCE ASSISTANT
dlarson@heritagefin.net
KALLI KIRSHMAN
ASSISTANT
kkirshman@heritagefinservices.com
WE MANAGE ASSETS FOR INDIVIDUALS AND FAMILIES, PROVIDING INVESTMENT MANAGEMENT,
AND FINANCIAL PLANNING SERVICES.
OMAHA
1010 S. 120th Street, Suite 200
Omaha, NE 68154
Phone: 402-558-6860
Fax: 402-558-9748
NORFOLK
314 North 5th Street
Norfolk, NE 68701
Phone: 402-379-1811
Fax: 402-379-4458
SIOUX FALLS
26850 469th Avenue
Sioux Falls, SD 57106
Phone: (605) 361-1655
GET IN TOUCH
You must have JavaScript enabled to use this form.
Your name This field is required.
Your email address This field is required.
Subject This field is required.
Message This field is required.
Leave this field blank
The Client Relationship Summary (or Form CRS) contains important information
regarding products, services and fees. Click the icon to learn more.
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. FINRA's BrokerCheck contains
additional information about registered individuals and also indicates whether
they are registered representatives and/or investment advisor representatives.
You may also refer to their individual bio pages on this website to find their
registration status. Not all registered persons are registered as investment
advisor representatives. Only registered persons who are registered as
investment advisor representatives use titles "advisor" or "financial advisor"
and provide advisory services. For further questions 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. 3045437 DOFU 11/2020
© 2022 Heritage Financial Services All rights reserved.