Casey Knake Cfp®, Clu®, Chfc®, Cap®
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Casey Knake Cfp®, Clu®, Chfc®, Cap® Email & Phone Number

Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations. at Heritage Financial Services
Location: Norfolk, Nebraska, United States 1 work role 3 schools
1 work email found @heritagefinservices.com 2 phones found area 402 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@heritagefinservices.com
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Heritage Financial Services
Role
Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations.
Location
Norfolk, Nebraska, United States
Company size
48 employees

Who is Casey Knake Cfp®, Clu®, Chfc®, Cap®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Casey Knake Cfp®, Clu®, Chfc®, Cap® is listed as Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations. at Heritage Financial Services, a company with 48 employees, based in Norfolk, Nebraska, United States. AeroLeads shows a work email signal at heritagefinservices.com, phone signal with area code 402, and a matched LinkedIn profile for Casey Knake Cfp®, Clu®, Chfc®, Cap®.

Casey Knake Cfp®, Clu®, Chfc®, Cap® previously worked as Financial Advisor, CFP(R),CLU(R),ChFC(R), CAP(R) at Heritage Financial Services. Casey Knake Cfp®, Clu®, Chfc®, Cap® holds Bachelor, Business Administration from Briar Cliff University.

Company email context

Email format at Heritage Financial Services

This section adds company-level context without repeating Casey Knake Cfp®, Clu®, Chfc®, Cap®'s masked contact details.

*@heritagefinservices.com
71% confidence

AeroLeads found 1 current-domain work email signal for Casey Knake Cfp®, Clu®, Chfc®, Cap®. Compare company email patterns before reaching out.

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Profile bio

About Casey Knake Cfp®, Clu®, Chfc®, Cap®

Casey joined Heritage Financial services in 1990. Casey works in the investment and estate planning fields along with the corporate advanced and retirement strategies market. 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.

Listed skills include Estate Planning, Investments, Financial Advisory, Financial Services, and 1 others.

Current workplace

Casey Knake Cfp®, Clu®, Chfc®, Cap®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Heritage Financial Services
Heritage Financial Services
Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations.
omaha, nebraska, united states
Website
heritagefinservices.com
Employees
48
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Company profile
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1 role · 36 years

Casey Knake Cfp®, Clu®, Chfc®, Cap® work experience

A career timeline built from the work history available for this profile.

  • Heritage Financial Services
    Financial Advisor, Cfp(R),Clu(R),Chfc(R), Cap(R)
    Heritage Financial Services
    1990 - Present - Norfolk, Ne 68701
    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
Team & coworkers

Colleagues at Heritage Financial Services

Other employees you can reach at heritagefinservices.com. View company contacts for 48 employees →

GW Guyett, Wendy Guyett, Wendy Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States View → RB Rod Breyer Rod Breyer Colleague at Heritage Financial ServicesReading, Pennsylvania, United States, United States View → AO Aaron Ostler Aaron Ostler Colleague at Heritage Financial ServicesBennington, Nebraska, United States, United States View → DH Dorian Hannah Dorian Hannah Colleague at Heritage Financial ServicesMckinney, Texas, United States, United States View → TA Toks Abraham Adebowale Toks Abraham Adebowale Colleague at Heritage Financial ServicesGarden City, New York, United States, United States View → KK Keaton Knake Cfp® Keaton Knake Cfp® Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States View → TB Tim Brungardt, Lutcf Tim Brungardt, Lutcf Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States View → RV Rich Vonderlage Rich Vonderlage Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States View → SK Sarah King Sarah King Colleague at Heritage Financial ServicesSan Diego, California, United States, United States View → AJ Andrew J Ferguson Andrew J Ferguson Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States View →
3 education records

Casey Knake Cfp®, Clu®, Chfc®, Cap® education

Bachelor, Business Administration

Briar Cliff University

Activities and Societies: Briar Cliff baseball team

Ba, Business

University Of Iowa

Activities and Societies: University of Iowa baseball team

Education record

C.R. Washington
FAQ

Frequently asked questions about Casey Knake Cfp®, Clu®, Chfc®, Cap®

Quick answers generated from the profile data available on this page.

What company does Casey Knake Cfp®, Clu®, Chfc®, Cap® work for?

Casey Knake Cfp®, Clu®, Chfc®, Cap® works for Heritage Financial Services.

What is Casey Knake Cfp®, Clu®, Chfc®, Cap®'s role at Heritage Financial Services?

Casey Knake Cfp®, Clu®, Chfc®, Cap® is listed as Specializes in financial planning,succession planning and 401k rollovers for business owners and family farm operations. at Heritage Financial Services.

What is Casey Knake Cfp®, Clu®, Chfc®, Cap®'s email address?

AeroLeads has found 1 work email signal at @heritagefinservices.com for Casey Knake Cfp®, Clu®, Chfc®, Cap® at Heritage Financial Services.

What is Casey Knake Cfp®, Clu®, Chfc®, Cap®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 402 for Casey Knake Cfp®, Clu®, Chfc®, Cap® at Heritage Financial Services.

Where is Casey Knake Cfp®, Clu®, Chfc®, Cap® based?

Casey Knake Cfp®, Clu®, Chfc®, Cap® is based in Norfolk, Nebraska, United States while working with Heritage Financial Services.

What companies has Casey Knake Cfp®, Clu®, Chfc®, Cap® worked for?

Casey Knake Cfp®, Clu®, Chfc®, Cap® has worked for Heritage Financial Services.

Who are Casey Knake Cfp®, Clu®, Chfc®, Cap®'s colleagues at Heritage Financial Services?

Casey Knake Cfp®, Clu®, Chfc®, Cap®'s colleagues at Heritage Financial Services include Guyett, Wendy, Rod Breyer, Aaron Ostler, Dorian Hannah, and Toks Abraham Adebowale.

How can I contact Casey Knake Cfp®, Clu®, Chfc®, Cap®?

You can use AeroLeads to view verified contact signals for Casey Knake Cfp®, Clu®, Chfc®, Cap® at Heritage Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Casey Knake Cfp®, Clu®, Chfc®, Cap® attend?

Casey Knake Cfp®, Clu®, Chfc®, Cap® holds Bachelor, Business Administration from Briar Cliff University.

What skills is Casey Knake Cfp®, Clu®, Chfc®, Cap® known for?

Casey Knake Cfp®, Clu®, Chfc®, Cap® is listed with skills including Estate Planning, Investments, Financial Advisory, Financial Services, and Strategic Planning.

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