Brian D. Cose, CFP® CLU, AEP
Vice President
Sales Manager
Brian Cose is the Vice President, Sales Manager and a Shareholder of HK Financial Services. He manages our team of Financial Advisors and he assists them in working with our HKFS CPA firm affiliates. Brian specializes in working with the Financial Advisors and the CPA firm affiliates to design, implement wealth management, and transfer strategies for the clients of the affiliate CPA firms.
Brian holds Series 4, 6, 7, 24, 63, and 65 Securities Licenses and is a Registered Representative with ProEquities, Inc. He is a licensed Health, Life, and Variable Insurance Agent. Brian has earned the CERTIFIED FINANCIAL PLANNER™ certification. He holds the Chartered Life Underwriter and Accredited Estate Planner designations.
Brian earned a Bachelor of Arts Degree in Political Science from the University of Northern Iowa.
Prior to joining HKFS in October 2000, Brian was a Financial Advisor with Farmers & Merchants Bank in Winterset, Iowa.
HK Financial Services
3390 Asbury Road
Dubuque, IA 52002
563-582-2855
For more information please contact John Darrah at 800-791-8994.