Omaha, NE S 130th Cir Office

Patrick Zimmer is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Heritage Financial Services LLC since 2017 and has held positions at Securian Financial Services Inc and Minnesota Life Insurance Co. Outside of his advisory work, Zimmer serves as treasurer for First Lutheran Church in Plattsmouth, Nebraska. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Keaton Knake is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Heritage Financial Services, Securian Financial Services, and Allstate Benefits. Since 2025, he has also been the owner of KCK Financial Planning LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

Alan Hauschild is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with Cetera. He has worked with Heritage Financial Services Inc and Minnesota Life Insurance Co, among others. Outside of his advisory role, he serves as president of his family’s farms, Hauschild Farms and Hauschild Heritage Farms, which are undergoing a transition. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and consulting services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party managers, managing over $256 billion in assets.

Charles Knake is a financial advisor with Cetera in Omaha, NE, holding CFP® and ChFC® designations and having 36 years of industry experience. He has held positions at Securian Financial Services and Heritage Financial Services, and he is a managing partner at Conover & Knake LLC. Knake serves on the board of Mission Benedictine Sisters, a nonprofit organization focused on scholarship awards, and interviews prospective employees for the Madison County Sheriff’s office through the Merit Commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Timothy Iverson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Heritage Financial Services and Securian Financial Services. Outside of his advisory role, he is involved with Consultant4Seniors, a business offering Medicare plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple investment program options including model portfolios and bespoke strategies.

Thomas Ostler is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including 18 years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory work, he serves as an officer and committee leader for Heart Heroes, Inc., a nonprofit organization, and holds leadership roles within his church and the Rotary Club of Omaha Millard. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party investment solutions.

Mark Brungardt is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Heritage Financial Services and Minnesota Life Insurance Company, each spanning 15 to 18 years. Outside of finance, he is the owner of Bleeding Red Productions LLC and serves as a part owner and board member of Daylight Wine Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, third-party managers, and investment strategies.

Kalli Kirshman is a financial professional at Cetera with a Series 66 designation and two years of industry experience. She has been affiliated with Cetera and its related entities since 2023 and also maintains a role at Heritage Financial Services. Prior to her financial career, she worked in education and retail. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.