Honkamp Krueger Financial Services, Inc. (HKFS), partners with CPA and professional service firms to provide wealth management solutions for their clients. Founded in 1995 by partners of Honkamp Krueger & Company, P.C., a top 100 CPA and business consulting firm, HKFS has become a premier provider of wealth management services throughout the United States.
Our mission at HKFS is to provide our affiliates' clients professional investment and risk management guidance. Advisement from HKFS works hand-in-hand with the client's financial goals and objectives.
Here are a few stats on HKFS:
- Among the top 2% of Private Asset Managers in the U.S.*
- Over 1 Billion in Assets Under Management
- Over 3 billion of in-force life insurance coverage
- Over 340 million held in non-managed brokerage accounts
- Over 2200 CPA partners throughout the United States
- More than 125 Investment Advisor Representatives
- 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
- Local Financial Advisor Support
- HKFS is recognized in Accounting Today's, "Formulas for Success", Billion Dollar Club**
*As printed in Financial Advisor magazine.
**As printed in Accounting Today/CPA Wealth Provider Magazine