Amy Neiss*Senior Transition Specialist
Amy Neiss is a Financial Advisor and Financial Services Assistant. As a Financial Advisor, she meets with clients to implement insurance and investment plans. In her role as a Financial Services Assistant, she assists the Financial Advisors of the HKFS corporate office with the preparation of account paperwork for the managed, brokerage, and insurance departments; processes client transactions; schedules appointments and meetings; organizes and prepares reports for the financial portfolios of HKFS clients; provides customer service to clients and CPAs; and coordinates/assists with the annual HKFS Professional Financial Services Conference.
Amy holds Series 6 and 63 Securities Licenses and is a Registered Representative with ProEquities, Inc. She is a licensed Accident, Health, and Life Insurance Agent.
Amy earned a Bachelor of Arts Degree in Management with an emphasis in Business Administration from the University of Northern Iowa.
She joined HKFS in June 2005.
Honkamp Krueger Financial Services, Inc.
2355 JFK Road
Dubuque, IA 52002
563-582-2855For more information, please contact John Darrah at 800.791.8994.