December, 2011 - HK Financial Services is pleased to announce that Carlson, Hartsock & Guither PLC have signed on with HKFS as a CPA firm affiliate. This firm is located in Iowa City, Iowa. Bruce Guither, Gary Carlson and Debra Hartsock are partners in the firm.
December, 2011 - HK Financial Services is happy to announce the hiring of Aaron Fulton, CFP®, MSFS as Senior Financial Advisor for our Minneapolis, Minnesota area. Aaron will be working directly with our CPA's and business professionals to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth.
November, 2011 - Congratulations to Alicia Michels, Senior Financial Services Assistant for passing and receiving her Registered Paraplanner certificate through the College for Financial Planning
®
November, 2011 - Congratulations to Jim Siemonsma, Senior Financial Advisor for passing his series 7. Jim now has his Series 6, 7, 22, 63 and 66 licenses.
October, 2011 - Angie Recker, Marketing Supervisor and Lois Steines, Administrative Services Supervisor are happy to announce the hiring of Nicole Kutsch to the position of Marketing Assistant/Administrative Assistant. Nicole wil be assisting with development and implementation of marketing initiatives. She will also assist the administrative department with duties as assigned.
September, 2011 - JoAnn Kramer, RIA Operations Manager is happy to announce the hiring of Michele Faubel to the position of RIA Operations Assistant. Michele will be assisting RIA Operations in various duties associated with the opening and tracking of accounts managed in the RIA Division. Congratulations also to Jill Herbst for her promotion to Investment Assistant, reporting to Ann McCorkindale.
July 2011 - HKFS is happy to announce the hiring of Ivan Gruhl to the position of Vice President, Fixed Income Strategist. Ivan will be responsible for developing strategic partnerships and to continue to growing the HKFS Assets Under Management. Learn more about Ivan on the Investment Advisory Committee Page. Welcome Ivan!
July 2011 - Accounting Today magazine has ranked top firms by Assets Under Management. HKFS is happy to announce that we are listed in their top category of the Billion Dollar Club. Congratulations to all! Click
here to see full article.
July 2011 - Financial Advisor magazine has ranked HKFS as 89th out of 454 in their annual RIA Ranking with over 1 Billion in assets under management. Congratulations HKFS.
June 16, 2011 - Congratulations to Russell Pixler, Senior Financial Advisor in Sioux Falls, SD on completing his CFP®, CERTIFIED FINANCIAL PLANNER TM certificate. It is a rigorous course and a great accomplishment.
June 13, 2011 - HKFS is pleased to announce that Brandt Solomon & Anderson, LLP has signed on with HKFS as a CPA firm affiliate. This firm is located in Sioux Falls, SD. Barry Solomon, Rhon Anderson, Barbara Whetham and Bradford Benson are partners in the firm. David Brandt is a former partner in the firm and will handle the financial services and risk management areas. Welcome to HKFS!
May, 2011 - Kathy Waterman, CFP®, Senior Portfolio Analyst was highlighted in the May issue of the Telegraph Herald Business Times. Kathy wrote an article titled, "The road to retirement: We'll eventually get there". Click on this
link to view the entire article.
May 26, 2011 - HKFS is happy to announce the winners of it's Leader's Club and President's Club given at our 14th Annual PFS Conference in Galena, IL. The Leader's Club winners are Jeff Burds, Clair Wuebben and Pam Olinger and will enjoy an all expense paid trip to St. Lucia for 4 days, 3 nights. The President's Club members are Paul Reinsch, Ted Lodden, Casey Peterson and Leo Panzer and will enjoy an all expense paid trip to St. Lucia for 5 days, 4 nights. Congratulations to all the winners!
May 11, 2011 - Louie Rosalez, Chief Marketing Officer, John Darrah, Chief Executive Officer and Ann McCorkindale, Chief Investment Officer, are scheduled to speak at the 2011 Leading Edge Alliance Conference in Rosemont, IL on June 13th.
May 11, 2011 - Louie Rosalez, Chief Marketing Officer will be speaking at the 2011 Accounting Today, Growth & Profitability Summit in Las Vegas on October 25 - 27th. Louie will speak on How to Make More Revenue Through Financial Planning. Click here to see Accounting Today's Summit Agenda.
March 18, 2011 - HKFS announces the hiring of Krystal Parker to the position of Administrative Assistant/Receptionist starting Monday, April 4, 2011 at our corporate offices.
February 25, 2011 - HKFS is pleased to announce that Swindoll, Janzen, Hawk & Loyd, LLC has signed on with HKFS as a firm affiliate. The firm is located in McPherson, Kansas.
February 4, 2011 - HKFS is pleased to announce that Argy, Wiltse & Robinson, P.C. (Argy) has signed on with HKFS as a firm affiliate. The March 2010 edition of Accounting Today lists Argy as the 69th largest CPA Firm in the United States. Argy is headquartered in McLean (Virginia), with offices also located in Bethesda (Maryland) and Fort Lauderdale (Florida).
January 26, 2011 – HKFS announces the hiring of Deanna Wille to the position of Financial Services Assistant. Deanna will report directly to James Herrig, Counsel & Chief Compliance Officer, but will work closely with Brian Russ, Senior Financial Advisor.
Archived HKFS News