Heritage Financial Services Employee Directory

Heritage Financial Services corporate office is located in 2401 S 130th Cir, Omaha, Nebraska, 68144, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Marketing

C-Suite

Human Resources

Sales

Key Employees of Heritage Financial Services

KO
Kevin O'Brien
Vice President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Heritage Financial Services Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Heritage Financial Services

Hundreds of professionals searching for Heritage Financial Services have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KO
Kevin O'Brien
Email Direct
Vice President
United States , Nebraska , Omaha

KK
Keaton Knake
Email Direct
Financial Advisor
United States , Nebraska , Omaha

PZ
Patrick Zimmer
Email Direct
Financial Planner
United States , Nebraska , Omaha

AH
Alan Hauschild
Email Direct
Financial Advisor
United States , Nebraska , Omaha

AC
Angela Corbett
Email Direct
Marketing Assistant
United States , Nebraska , Omaha

CC
Colby Conover
Email Direct
Financial Advisor
United States , Nebraska , Omaha

TB
Timothy Brungardt
Email Direct
Financial Advisor
United States , Nebraska , Omaha

MF
Melissa Froehlich
Email Direct
Registered Assistant
United States , Nebraska , Omaha

LJ
Logan Jensen
Email Direct
Benefits Support Specialist
United States , Nebraska , Omaha

MB
Mark Brungardt
Email Direct
Financial Advisor
United States , Nebraska , Omaha

KK
Kalli Kirshman
Email Direct
OSJ Principal
United States , Nebraska , Omaha

MJ
Mary Johnson
Email Direct
Insurance Assistant
United States , Nebraska , Omaha

TI
Timothy Iverson
Email Direct
Financial Advisor
United States , Nebraska , Omaha

RK
Riley Knake
Email Direct
Financial Advisor
United States , Nebraska , Omaha

DR
Dacey Rautenberg
Email Direct
Administrative Assistant
United States , Nebraska , Omaha

CT
Carol Taylor
Email Direct
Marketing Coordinator
United States , Nebraska , Omaha

TE
Tammy Eymann
Email Direct
Marketing
United States , Nebraska , Omaha

ZH
Zach Heritage
Email Direct
Investment Professional
United States , Nebraska , Omaha

WG
Wendy Guyett
Email Direct
Marketing Administrator & Assistant
United States , Nebraska , Omaha

DB
Dacey Braunsroth
Email Direct
Administrative Assistant
United States , Nebraska , Omaha

JM
Joan Miller
Email Direct
Office Administrative
United States , Nebraska , Omaha

JV
Judy Vodicka
Email Direct
Receptionist
United States , Nebraska , Omaha

Former Employees at Heritage Financial Services

Explore people who held key positions, contributed to Heritage Financial Services's success, and advanced their careers.

Tony Veland

Director, Development at University of Nebraska...

Worked as Financial Advisor

at Heritage Financial Services (2015-2018)

Direct

Kelsey Schwenker

Certified Paralegal at Erickson & Sederstrom

Worked as Administrative Assistant

at Heritage Financial Services (2020-2021)

Direct

Toks Adebowale

Registered Representat... at Principal Financial

Worked as President

at Heritage Financial Services (2017-2026)

Direct

Mask Content

Business Controller at Nastase Contracting

Worked as Financial Advisor

at Heritage Financial Services (2017-2018)

Direct

Explore More

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Frequently Asked Questions Regarding Heritage Financial Services Employees

How many employees does Heritage Financial Services have?

Heritage Financial Services has 1-10 employees

Who are Heritage Financial Services key employees?

Some of Heritage Financial Services key employees are Kevin O'Brien

Where is Heritage Financial Services located?

Heritage Financial Services’s headquarters are located at 2401 S 130th Cir, Omaha, Nebraska, 68144, United States

How do I contact Heritage Financial Services?

Heritage Financial Services Contact Info: Phone number: (402) 558-6860 Website: www.heritagefinservices.com

What does Heritage Financial Services do?

Heritage Financial Services specializes in investment management and strategic wealth management, aiming to be a trusted resource for individuals and families. They offer a diverse range of quality insurance and investment products tailored to meet clients' financial goals. The firm emphasizes a strong process to create secure financial strategies... Read More

Is Heritage Financial Services a public company?

Heritage Financial Services is private company therefore does not currently have an official ticker symbol

See more information about Heritage Financial Services Employees