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111 East Broadway, Suite 340
Salt Lake City, UT 84111
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Phone: (801) 869-1800
Fax: (801) 869-1801

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Our firm has various representatives that are licensed to conduct business in AL,AZ,CA,CO,DC,ID,IL,IN,KS,KY,MO,MT,NC,NV,OK,OR,SC,TX,UT,VA,WA,WI,WY for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AK,AL,CA,CO,DC,ID,IL,IN,KS,KY,MO,MT,NC,NV,OK,OR,SC,TX,UT,VA,WA,WI,WY for non-registered and registered insurance products, as well as securities.

Heritage Financial Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Heritage Financial Advisors 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. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Advisors 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.