About Us

Honkamp Krueger Financial Services (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 2.1 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 recordkeeping, 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 Top 100 Wealth Manager in the country***

*As of 12/31/14 
**As printed in Accounting Today/CPA Wealth Provider Magazine dated 08/2015
***As printed in Forbes Magazine dated 05/2015