HERITAGE BANK ANNOUNCES PARTNERSHIP WITH LEGACY FINANCIAL LLC
Legacy’s Andrew Selberg assumes investment portfolio as Dana Rucker retires
Heritage Financial Services, the financial planning and investment brokerage division of Heritage Bank is under new management. With the retirement of Dana Rucker, the bank has signed a partnership with Legacy Financial LLC to continue providing financial services to Mr. Rucker’s clients.
“Our decision to partner with Legacy was influenced by changes in this business” explained Heritage CEO, Tom Geiger. “People can shop for investments online and there are plenty of brokers who do a fine job of placing orders for commission. In contrast, we’ve always been proud of the value we bring to clients by our expertise. Serving as trusted advisors is as important as ever.”
“We know and trust Legacy’s approach, helping clients achieve lifetime goals rather than focusing on making the next trade” Geiger added “We have been partnered with Legacy for three years in Iowa and I’m confident they’ll take great care of our clients in Minnesota.”
Dana Rucker has been a financial advisor with Heritage for 23 years and developed a portfolio of more than 600 clients. “We will miss Dana and wish him all the best in his retirement” said Geiger. “He has certainly earned it.” Rucker is retiring as of Friday, Sept. 11.
Assuming responsibility for Rucker’s clients is Legacy Financial’s Andrew Selberg. Like Rucker, Selberg is a registered representative of Cambridge Investment Research, Inc. and an investment advisor representative of RDA Financial Network. Having earned a Bachelor’s of Business Administration in Marketing from University of Iowa, Selberg has gained considerable experience with investments and financial services, serving clients in Iowa and the Twin Cities. He joined Legacy in 2015. “I’m excited to have Andrew join our team,” Chad Ericson, President/Owner of Legacy Financial LLC, said. “He understands what it takes to help our clients achieve their financial goals.” Mr. Selberg is available in Willmar and can be reached at (320) 214-5520 or email@example.com
Legacy Financial LLC, an Akron, Iowa based company, offers financial planning and wealth management services. Legacy and its Investment Advisor Representatives are independently contracted by Heritage Bank NA and are registered through Cambridge Investment Research. RDA Financial Network serves as the Office of Supervisory Jurisdiction (OSJ) for Legacy Financial LLC. Advisors in the RDA Financial Network manage over $1 billion in client assets.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, RDA Financial Network, Inc., a Registered Investment Advisor. Cambridge, RDA Financial Network, LLC and Heritage Bank, NA are not affiliated. Investments are not FDIC insured, not a deposit, not bank guaranteed and may lose value.