Richard J. Hageman*, CFP®, CFA
Senior Financial Advisor – Illinois & Wisconsin
Rick Hageman is a Senior Financial Advisor. He works directly with CPA’s to assess the financial situations of their clients and he also develops strategies to create, protect, and transfer wealth through the implementation of insurance and investment vehicles. Rick is responsible for territories within Illinois and Wisconsin.
Rick holds Series 6, 7, & 63 Securities Licenses and is a Registered Representative with ProEquities, Inc. He is a licensed Accident, Health, Life, and Variable Insurance Agent. Rick holds the Chartered Financial Analyst designation and he has earned the CERTIFIED FINANCIAL PLANNER™ certification. He serves as a member of the HKFS Investment Committee.
Rick earned his Engineering Degree from Iowa State University and his Masters of Business Administration from Washington University. He performs volunteer work for his church.
Prior to joining HKFS in April 1999, Rick was a Financial Analyst for institutional money managers and he also developed his own successful financial planning practice.
Honkamp Krueger Financial Services Inc.
3067 Buttercup Road
Neenah, WI 54956
T 800.261.4297 or 920-751-8012
For more information please contact John Darrah at 800-791-8994.