Heritage Financial Services

Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. 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 Servi... ces 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 © 2021 Heritage Financial Services All rights reserved.Read More