Partner
Current
Heritage Benefits Group
Aug 2023 - Present
AeroLeads people directory · profile
Mitchell Schultze Email & Phone Number
Financial Advisor at Heritage Financial Services
at
Heritage Financial Services
1 work email found
@heritagefinservices.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Heritage Financial Services
Location
Norfolk, Nebraska, United States
Company size
Who is Mitchell Schultze? Overview
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Quick answer
Mitchell Schultze is listed as Financial Advisor at Heritage Financial Services at Heritage Financial Services, a company with 48 employees, based in Norfolk, Nebraska, United States. AeroLeads shows a work email signal at heritagefinservices.com and a matched LinkedIn profile for Mitchell Schultze.
Mitchell Schultze previously worked as Partner at Heritage Benefits Group and Financial Advisor at Heritage Financial Services. Mitchell Schultze holds B.S., Business Administration & Finance from Morningside College.
Company email context
Email format at Heritage Financial Services
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{first_initial}{last}@heritagefinservices.com
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AeroLeads found 1 current-domain work email signal for Mitchell Schultze. Compare company email patterns before reaching out.
Profile bio
About Mitchell Schultze
Mitchell joined Heritage Financial Services in October 2012. He attended Morningside College in Sioux City, where he was a part of the Mustang’s basketball team for four years and graduated with a Bachelor of Science degree in Business Administration and Finance. Mitchell is licensed to sell life, health, and disability insurance, and is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. His practice specializes in helping individuals and families protect and manage their wealth so they can live comfortably and achieve their life dreams. Mitchell is also a Partner with Heritage Benefits Group, where we specialize in helping small to mid sized businesses with their employee benefits packages and retirement plans.His wife, Amanda, and daughters, Dawson, Remi & Gianna, currently reside in Norfolk. He spends his free time playing golf, going on runs with his dog, and rooting on his wife as she coaches the Northeast Community College Volleyball program. Mitchell serves as the President of the Board for NeighborWorks Northeast Nebraska, a great program that focuses on helping low to moderate income individuals and families find housing. He also helped start and continues to run Nebraska D-League basketball & volleyball programs, which provides youth in Northeast Nebraska the opportunity to play spring volleyball and summer basketball. Mitchell looks forward to helping individuals and families grow financially, while understanding the importance of protecting their assets and loved ones. Phone: 402-379-1811 or mschultze@heritagefin.netSecurities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Heritage Financial Services is independently owned and operated.
Listed skills include Financial Planning, Retirement Planning, Portfolio Analysis, Asset Allocation, and 15 others.
Current workplace
Mitchell Schultze's current company
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Heritage Financial Services
3 roles
Mitchell Schultze work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentHeritage Financial Services, LLC is independently owned and operated
Oct 2012 - Present
Investment Assistant
Christensen Brozek Faltys
May 2011 - May 2012
Team & coworkers
Colleagues at Heritage Financial Services
Other employees you can reach at heritagefinservices.com. View company contacts for 48 employees →
LP
Lilly Pat Izuegbunam
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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SG
Sue Gomez
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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MB
Mark Brungardt
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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MC
Matthew Carron
Colleague at Heritage Financial ServicesNorwood, Massachusetts, United States, United States
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SK
Sarah King
Colleague at Heritage Financial ServicesSan Diego, California, United States, United States
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GW
Guyett, Wendy
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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JM
Joan Miller
Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States
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CK
Casey Knake Cfp®, Clu®, Chfc®, Cap®
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
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MV
Matthew Vrzal
Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States
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AH
Aaron Hahn
Colleague at Heritage Financial ServicesIrvine, California, United States, United States
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Lilly Pat Izuegbunam
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
View →
SG
Sue Gomez
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
View →
MB
Mark Brungardt
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
View →
MC
Matthew Carron
Colleague at Heritage Financial ServicesNorwood, Massachusetts, United States, United States
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SK
Sarah King
Colleague at Heritage Financial ServicesSan Diego, California, United States, United States
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GW
Guyett, Wendy
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
View →
JM
Joan Miller
Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States
View →
CK
Casey Knake Cfp®, Clu®, Chfc®, Cap®
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
View →
MV
Matthew Vrzal
Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States
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AH
Aaron Hahn
Colleague at Heritage Financial ServicesIrvine, California, United States, United States
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1 education record
Mitchell Schultze education
FAQ
Frequently asked questions about Mitchell Schultze
Quick answers generated from the profile data available on this page.
What company does Mitchell Schultze work for?
Mitchell Schultze works for Heritage Financial Services.
What is Mitchell Schultze's role at Heritage Financial Services?
Mitchell Schultze is listed as Financial Advisor at Heritage Financial Services at Heritage Financial Services.
What is Mitchell Schultze's email address?
AeroLeads has found 1 work email signal at @heritagefinservices.com for Mitchell Schultze at Heritage Financial Services.
Where is Mitchell Schultze based?
Mitchell Schultze is based in Norfolk, Nebraska, United States while working with Heritage Financial Services.
What companies has Mitchell Schultze worked for?
Mitchell Schultze has worked for Heritage Benefits Group, Heritage Financial Services, and Christensen Brozek Faltys.
Who are Mitchell Schultze's colleagues at Heritage Financial Services?
Mitchell Schultze's colleagues at Heritage Financial Services include Lilly Pat Izuegbunam, Sue Gomez, Mark Brungardt, Matthew Carron, and Sarah King.
How can I contact Mitchell Schultze?
You can use AeroLeads to view verified contact signals for Mitchell Schultze at Heritage Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Schultze attend?
Mitchell Schultze holds B.S., Business Administration & Finance from Morningside College.
What skills is Mitchell Schultze known for?
Mitchell Schultze is listed with skills including Financial Planning, Retirement Planning, Portfolio Analysis, Asset Allocation, Investment Strategies, Wealth Management, Retirement, and Insurance.
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