Tim Iverson LUTCF FSCP - Heritage Financial Services

Tim Iverson LUTCF FSCP - Heritage Financial Services Specializing in Strategic Financial Planning, Investments, Life Insurance, Disability Insurance, Retirement Planning, Long Term Care, Asset management.

Tim Iverson was born and raised in Omaha, Nebraska and joined Heritage Financial Services, in January 2010. Tim graduated with an Associate’s Degree in Business and Computer Programming from Nebraska College of Business. Tim is licensed to sell Life, Health, Disability, Long Term Care and Annuities to help protect his clients. He holds his Series 7 and 66 registrations as an Investment Advisor Rep

resentative of Securian Financial Services, Inc. Tim is also Registered Representative as well as an Investment Advisory Representative. Tim has served on the Board of Directors for the Western Douglas County Chamber of Commerce and NAIFA Omaha. He enjoys traveling, playing golf, spending time with his family and coaching youth football.
2401 S 130th Circle, Omaha, NE 68144
Registered Representative and Investment Advisor Representative of Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

Life is better with cookies!
08/04/2023

Life is better with cookies!

It's National Picnic Month!
08/01/2023

It's National Picnic Month!

Red, white, and blue, and proud through and through!
07/04/2023

Red, white, and blue, and proud through and through!

Celebrating all of the dads today!
06/18/2023

Celebrating all of the dads today!

Pride is for everyone!
06/01/2023

Pride is for everyone!

Remembering and honoring those who have fallen protecting our freedom. We don’t know them all, but we owe them all.
05/29/2023

Remembering and honoring those who have fallen protecting our freedom. We don’t know them all, but we owe them all.

To the world you are a mother, but to your family, you are the world.
05/14/2023

To the world you are a mother, but to your family, you are the world.

Happy Earth Day!
04/22/2023

Happy Earth Day!

A house isn’t a home without a pet.
04/11/2023

A house isn’t a home without a pet.

Happy International Women's Day! Recognize a strong woman in your life today!
03/08/2023

Happy International Women's Day! Recognize a strong woman in your life today!

5 savings mistakes people make when building their financial life
02/24/2023

5 savings mistakes people make when building their financial life

The road to financial independence is not easy, and usually requires patience and diligence early on.

A warm salute to our nation’s great leaders!
02/20/2023

A warm salute to our nation’s great leaders!

Address

2401 S 130th Circle
Omaha, NE
68144

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14025586860

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