Charles Knake is a CFP, ChFC-designated registered investment advisor, based in Omaha, NE, with 35 years of industry experience.
Location
2401 S 130th Cir, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a managing partner of a Securian firm (Conover & Knake LLC), dedicating nearly full-time hours to it. He also owns rental properties, Heritage Wealth Management, Heritage Benefits (health insurance), and HFS Insurance Group LLC (fixed insurance sales).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations42 states
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