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Ann McCorkindale CFP®, CFA
Vice President
Chief Investment Officer
 
Ann McCorkindale is Chief Investment Officer and a Shareholder of Honkamp Krueger Financial Services, Inc. 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.
 
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.
Ann's thoughts on why you should work with HKFS:

"When your assets are managed by an HKFS advisor, the focus is on what’s right for YOU. We make sure your allocation and risk is appropriate to your situation, and work with you on long-term strategies that will help you reach your financial goals. We pride ourselves on our independence and objectivity when selecting investment managers for you. Our unique relationship with your CPA requires us to maintain a higher standard in this regard."