Connecting your CPA’s tax advice to your Wealth Management goals.
Home >> About Us >> Management Team >> Bio - Louie Rosalez
Skip Navigation Links.
Louie Rosalez*, CEPP
Chief Marketing Officer
Chief Insurance Officer
 
Louie Rosalez is the Chief Marketing Officer, Chief Insurance Officer, and a Shareholder of Honkamp Krueger Financial Services, Inc. He manages all facets of the Insurance Division, Marketing, and New Business initiatives for HKFS.

Louie holds Series 6 & 63 Securities Licenses and is a Registered Representative with ProEquities, Inc. He is a licensed Health and Life Insurance Agent. He holds the Chartered Estate Planning Practitioner designation. Louie is a multi-year qualifier for the premier Million-Dollar Round Table’s Top of the Table demonstrating exceptional professional knowledge, strict ethical conduct, and outstanding client service. He serves as Chair of the HKFS Risk Management Committee and as well as serving on the HKFS Management Committee.

Louie earned a Bachelor of Arts Degree from Buena Vista College. He serves on multiple athletic boards and community foundations along with coaching baseball, football, softball, and volleyball teams.

Louie joined HKFS in July 1998.
 
Honkamp Krueger Financial Services Inc.
2355 JFK Road
Dubuque, IA 52002
563-582-2855

For more information please contact John Darrah at 800-791-8994.