Ann McCorkindale CFP®, CFA
Chief Investment Officer
Ann McCorkindale is Chief Investment Officer and a Shareholder of HK Financial Services. She manages the HKFS Registered Investment Advisory (RIA) Division which consists of analysts and staff in the departments of investments and operations. In 2007, the RIA division reached $1 Billion in Assets under Management, placing it in the top 2% of independent RIA firms in the United States. Ann also assists Financial Advisors working with high net worth clients of the HKFS CPA affiliates located in states throughout the Midwest.
Ann holds the Chartered Financial Analyst designation and she has earned the CERTIFIED FINANCIAL PLANNER™ certification. She serves as Chair of the HKFS Investment Committee as well as serving on the HKFS Management and Marketing Committees. Currently, Ann serves as a member of the SEI Premier Advisor Forum and the Chartered Financial Analyst Institute.
Ann earned Bachelor of Science Degrees in Accounting and Business Administration along with a minor in Economics from the University of Dubuque. She serves on the Executive Committee of the United Way Services, the Stewardship Committee of the Sisters of Charity BVM, and as President of the Elkader Public Library Foundation Board.
Prior to joining HKFS in October 1999, Ann was the Trust Investment Officer at American Trust & Savings Bank in Dubuque, Iowa.
HK Financial Services
3390 Asbury Road
Dubuque, IA 52002
563-582-2855
For more information please contact John Darrah at 800-791-8994.