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We connect tax advice to your wealth management goals.

What can we help you with?

A holistic approach to wealth management
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About Us

HK Financial Services, Inc. (HKFS) engages with CPA firms and professionals to meet the wealth management needs of their clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of the special relationship between CPAs and their clients. We work in partnership with CPA firms to coordinate investment, insurance and retirement planning opportunities with tax planning advice. Through this unique approach, HKFS has helped thousands of clients stay on track with their comprehensive wealth management goals.

Here are a few stats on HKFS:

  • Over 2.33 billion in assets under management*
  • Over 3.5 billion of in-force life insurance coverage
  • Over 450 million held in non-managed brokerage accounts
  • Over 1,500 CPA partners throughout the United States
  • Multiple custodial platforms to maintain independent asset management options
  • Proprietary training and support tools and systems
  • Complete back-office support by experienced investment, insurance and retirement plan staff to assist in financial services implementation and reporting
  • Complete retirement plan services; providing record keeping, third party administration and investment management services
  • Complete executive services platform to help businesses to retain top employee talent
  • Financial advisor support
  • HKFS is recognized in Accounting Today’s, Wealth Magnets, Billion Dollar Club**
  • HKFS is recognized in Forbes magazine

*As of 12/31/15

**As printed in Accounting Today/CPA Wealth Provider Magazine dated 07/2014

***As printed in Forbes Magazine dated 05/2015 as Top 100 Wealth Manager in the country***

LEARN MORE
  • 100HKFS is a Top 100 Wealth Manager in the U.S. as recognized by Forbes
  • $2B HKFS has over $2 billion dollars in assets under management
  • 12 HKFS is the 12th largest CPA wealth management firm ranked by Accounting Today in 2015
  • 1 HKFS is the largest Registered Investment Adviser firm in the state of Iowa

Latest News

HKFS named a top wealth manager for CPA firms by Accounting Today

HK Financial Services (HKFS) was named a top wealth manager for CPA firms by Accounting Today (June 2016). With over $2.4 billion in assets under management, HKFS is listed in the 2016 Wealth Magnets Billion Dollar

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Office summer hours begin June 3, 2016

On Friday, June 3, 2016, summer hours begin at the HK Family of Companies, which include Honkamp Krueger & Co., P.C. (HK), HK Payroll Services (HKP) and HK Financial Services (HKFS). The HK Family of Companies strives

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HKFS named a Top Advisor by Financial Advisor’s 2015 RIA survey

HK Financial Services named a Top Advisor by Financial Advisor's 2015 RIA survey. HK Financial Services, Inc. (HKFS) has been named a Top Advisor according to Financial Advisor’s 2015 RIA Rankings. Landing at the 92nd spot out

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HKFS named Top 100 Wealth Manager by Forbes

HK Financial Services named Top 100 Wealth Manager by Forbes. Forbes, one of the most prominent business media organizations in the world, has named HK Financial Services (HKFS) a Top 100 Wealth Manager in the country. Data

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HKFS reaches $2 billion in assets under management

HK Financial Services reaches important milestone with $2 billion in assets under management. HK Financial Services (HKFS), the 13th largest CPA wealth management firm in the country (Accounting Today, 2014) and headquartered in Dubuque, Iowa, has reached

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HKFS ranked 13th largest wealth management firm

HK Financial Services moved from 14 to 13 in Accounting Today's annual rankings of largest CPA wealth management firm. Accounting Today has moved HK Financial Services (HKFS) up one spot, ranking them as the 13th largest CPA

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HKFS in top investment advisor list

HKFS listed in Financial Times' Top Registered Investment Advisor list. HKFS was recently listed in the Financial Times' Top Registered Investment Advisor list. Methodology considered was advisor assets under management more than $300 million, asset growth, the

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