Honkamp Krueger Financial Services, Inc. (HKFS), engages with CPA firms to assist them in providing wealth management for their clients. Founded in 1995 by partners of Honkamp Krueger & Company, P.C., a leading regional CPA firm, HKFS has become a premier provider of wealth management services throughout the Midwest. While our corporate offices are centrally located in Dubuque, Iowa, we serve clients throughout the United States. Our financial advisors are located in Des Moines, Iowa; Chicago, Illinois; Rochester, Minnesota; St. Louis, Missouri; Omaha, Nebraska; Rapid City, South Dakota; Sioux Falls, South Dakota; Madison, Wisconsin; and Neenah, Wisconsin. Honkamp Krueger Financial Services is a Registered Investment Advisor.
Since 1995, HKFS has been assisting CPA firms to provide comprehensive financial services for their high-net-worth clients. The HKFS management team is comprised of highly competent, experienced professionals, including Certified Public Accountants (CPAs), Chartered Financial Analysts (CFAs), Chartered Life Underwriters (CLUs), CERTIFIED FINANCIAL PLANNER™ practitioners and attorneys. This experienced team dedicated to excellence has accomplished the following:
- Among the top 2% of Private Asset Managers in the U.S.*
- Over 3 billion of in-force life insurance coverage
- Over 225 million held in non-managed brokerage accounts
- 73 CPA affiliate firms throughout the Midwest
- More than 100 Investment Advisor Representatives
- Licensed Insurance Agency in 19 states
- Utilizing 40 of the world’s finest insurance companies
- Complete menu of financial services
- Multiple custodial platforms to maintain independent asset management options
- Proprietary training and support tools and systems
- Complete back-office support by experienced investment and insurance staff to assist in financial services implementation and reporting
- Financial Advisor Support
*As printed in the Financial Advisor July 2007 issue.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.”