November 29, 2010 - HKFS announces the hiring of Tina Dougherty to the Retirement Plan Services department as Retirement Services Representative II. Tina will report to Pam Goedken.
November 17 - 18, 2010 - Louie Rosalez, Chief Marketing Officer set to speak at 2010 Accounting Today's Growth & Profitability Summit in Las Vegas, NV. Louie will be speaking on "How Financial Planning Services Can Differientiate You and Your Practice and Boost Client Retention".
November 17, 2010 - HKFS announces the hiring of Joni Dement to the Retirement Plan Services department as Senior Retirement Services Document Specialist. Joni will report to Pam Goedken.
November 3, 2010 - HKFS is pleased to announce that Baker Davis Roderique, PC has signed on with HKFS as a firm affiliate. This firm is located in Joplin, Missouri.
August 17, 2010 - HKFS is pleased to announce that King, Reinsch, Prosser & Co., LLP has signed on as a firm affiliate. This firm is located in Sioux City, Iowa.
July 19, 2010 - Honkamp Krueger Financial Services, Inc. (HKFS) announces ranking in CPA Wealth Provider magazine. HKFS is a wealth management provider that works exclusively with accounting firms helping them to provide appropriate financial services to their clients. HKFS is now affiliated with over 83 CPA firm affiliates throughout the country in the Honkamp Krueger (HK) Network. They have been very successful in supporting their CPA firms with all aspects of financial services, including insurance, retirement plan management and asset management for high net worth clients.
HKFS ranked 1st in the $100+ Million Club in CPA Wealth Provider with $930MM in total assets under management.
May 27, 2010 - Congratulations to our Leader's Club winners announced at the 2010 PFS Conference. The revenue winners are Jeff Burds of B&K Advisors, LLC of St. Louis, MO, Scott Murphy of Lindgren, Callihan, Van Osdol & Co. Ltd. of Rockford, IL and Mike Darr of Darr Financial Services, LC of West Des Moines, IA. The drawing winner is Todd Van Bruggen of Siebrecht & Company of Sioux Center, IA. Each of these winners and a guest will receive an all-expense paid trip to Jamaica for 4 days, 3 nights to be taken in November. Again, Congratulations!
May 21, 2010 - John Darrah is happy to announce the hiring of Brian Russ to the position of Senior Financial Advisor. Brian will meet with HK&Co.. clients throughout the United States and surrounding offices in offering our financial and retirement services. He will be reporting to Brian Cose, Sales Manager.
Brian earned his Bachelor of Arts degree in Communications from the University of St. Thomas and also earned his Masters of Business Administration from Lewis University. Welcome, Brian.
May 21, 2010 - John Darrah is happy to announce the hiring of Richard "Dick" Howard to Vice President/Director, Retirement Plan Services.
Dick will work from his residence office and manage the retirement plan services division for HKFS along with Amy Wertz.
Dick is an attorney and a member of the Iowa State Bar and Des Moines County Bar Associations. He holds the Certified Retirement Services Professional (CRSP) designation from the ABA. Dick earned his Bachelor of Arts Degree with a History major from the University of Iowa and he holds a Doctorate of Law from the College of Law of the University of Iowa. He serves on the Board for the Young House Family Services Foundation in Burlington which provides services for at-risk youths.
Congratulations, Dick.
August 6, 2009 - HKFS announces rankings in CPA Wealth Provider magazine, Wealth Manager magazine, Registered Rep and Financial Advisor magazines. HKFS is a wealth management provider that works exclusively with accounting firms helping them to provide appropriate financial services to their clients. HKFS is now affiliated with over 70 CPA firms throughout the country and has been very successful in supporting their CPA firms with all aspects of financial services, including insurance, retirement plan management and asset management.
HKFS ranked 2nd in the $100+ Million Club in CPA Wealth Provider with $788MM in total assets under management. HKFS ranked 58th in Financial Advisor magazine, 7th in Registered Rep magazine and 85th in Wealth Manager magazine in total assets under managment in the country and #1 in Iowa.
July 21, 2009 - HKFS announces the return of Kathy Decker as our "Voice of HKFS" at the front desk greeting customers and answering our multi-line switchboard. She will also responsible for processing incoming mail when possible and all outgoing mail, purchasing all office supplies, and assisting with other administrative duties and special projects as needed.
Kathy is a graduate of Northeast Iowa Technical Institute (currently: Northeast Iowa Community College) in Peosta, Iowa where she earned a diploma in bookkeeping/accounting. Kathy originally joined HKFS in January of 1996, leaving in September of 1999 to raise her family and work for their family business (Decker Tractor Repair in Holy Cross). Kathy brings with her over eighteen years of experience in the receptionist/administrative assistant field and four years of customer service experience.
Kathy resides in Holy Cross, Iowa with her husband Wayne, their two children Brian and Becky, and their family dog Buddy. Kathy is involved in her community as a Girl Scout Leader for Dyersville Troop 7019 and a Boy Scout Troop 88 Committee Member in Holy Cross. She also volunteers her time to help others whenever possible. In her spare time, Kathy enjoys spending time with her family and friends, cooking/baking, reading, playing games, word searches, and doing embroidery.
Welcome back to HKFS.
May 20, 2009 - HKFS announces the winner's of the Leader's & President's Club to Jamaica. The drawing winner was Roger Schulke. The Revenue winner's were Jeff Burds, Brian Humes, Jeff Naig & Myron Seibrecht. The President's Club winners selected were Jeffrey Knapp, Paul Reinsch, Greg Schmittgens, Jim Voigt and Dick Zacharia. Congratulations to all the winner's of this very exciting trip.
May 2009 - Honkamp Krueger Financial Services, Inc. (HKFS) announces the promotion of Laurie Paulsen to Director, LTC/Disability Insurance. Congratulations, Laurie.
April 29, 2009 - Jim Herrig is pleased to announce the hiring of Paul Staniszewski, CPA, CFP®, PFS, CPWASM to the position of New Business Development/Financial Advisor for the Chicago, Illinois area. Initially, Paul will be recruiting firms in the Chicago area and subsequently serving as their Financial Advisor. He will be working directly with Jim Herrig in recruiting and with Louie Rosalez and Brian Cose in his role as Financial Advisor.
Paul is a graduate of the University of Dayton in Dayton, Ohio with a B.S. in Accounting. He is a CPA and holds CFP®, PFS and CPWA designations along with his Series 7, 63 and 65 and his Illinois Life & Health Insurance licenses.
March 25, 2009 - Louie Rosalez is happy to announce the hiring of Nicholas (Nick) Heiar to the position of Financial Advisor. Nick will be training in a service/sales support role to meet with clients of HKFS and clients of CPA affiliates.
Nick is a graduate of St. Ambrose University with a degree in Finance and Economics. Nick was previously employed with Bank of America - Global Vendor Finance in Chicago, Illinois as an intern.
July 7, 2008 – Honkamp Krueger Financial Services, Inc. (HKFS) announced today that it has been spotlighted in CPA Wealth Provider magazine. HKFS introduces the annual ranking of CPA firms, in which they are listed in the Billion Dollar list.
HKFS is a wealth management provider that works exclusively with accounting firms to provide financial services to their clients. HKFS was founded in 1995 to provide wealth management services to its parent firm, Honkamp Krueger & Company CPAs. After this successful start, the firm expanded its focus and began working with other CPA firms with clients who needed wealth management services. HKFS is now affiliated with more than 70 CPA firm affiliates throughout the country which, through HKFS, are able to assist their clients with all aspects of financial planning, including insurance, retirement plan management, and asset management.
HKFS’ CPA Affiliate firms work with a dedicated, highly trained Financial Advisor who assists CPAs with specialized knowledge about financial products/services. This Financial Advisor is an employee of HKFS and is based in close proximity to their respective CPA firms. HKFS has a very consultative approach to planning. Their philosophy is to provide a wealth management team to their CPA Affiliates who collectively provide financial services to the CPAs clients. The marriage of the CPAs tax expertise to HKFS’ financial services strengths provides great value to the high net worth clients.
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here to read the article
July 7, 2008 – Louie Rosalez of Honkamp Krueger Financial Services, Inc. (HKFS) and Greg Burbach of Honkamp Krueger & Co., P.C. were interviewed for an article on the cover of Accounting Today. The article is titled “Start Spreading the Word!” and is focused on the CPA client base and how to grow the CPA Financial Planning practice. For full article, go to this
link.
June, 2008 - Louie Rosalez of Honkamp Krueger Financial Services, Inc. (HKFS) qualifies for Prestigious "Top of the Table".
Outstanding client service, ethics and professionalism have elevated Louie Rosalez of HKFS to qualify for the exclusive 'Top of the Table' of the Million Dollar Round Table - the Premier Association of Financial Professionals.® Rosalez is a 9-year MDRT member. Top of the Table status is the highest level of MDRT membership and places Rosalez among the top professionals in the global life insurance and financial services industry. It recognizes Rosalez for demonstrating exceptional professional knowledge, client service and ethical conduct. "Attaining any membership level in MDRT is a distinguishing career milestone achieved by less than 1 percent of our industry's professionals around the world,' says MDRT President James E. Rogers, CLU, CFP. "Recognition as a Top of the Table member is reserved for a select few like Louie Rosalez who have proven that they are the 'best of the best.'"
In addition to recognizing career accomplishments, Top of the Table membership offers Rosalez the opportunity to further improve professional skills by sharing ideas and best practices with other leading
professionals at the Top of the Table Annual Meeting and other educational forums.
MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT is an international, independent association of more than 35,000, or less than 1 percent, of the world's best
life insurance and financial services professionals. With membership from 76 nations and territories, MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding
client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
February 21, 2008 –John Darrah, Chief Operating Officer of Honkamp Krueger Financial Services, Inc. (HKFS) was named ‘On Wall Street Magazine’s’ list of the 100 Leading Branch Managers. The Branch Manager awards are given to individuals who showed a strong commitment to excellence in creating an effective and competitive branch-wide marketing strategy, the ability to identify, recruit, develop, retain and reward talented advisors, and a dedication to the goal of providing superior client service.
According to Arnie Honkamp, President and CEO, “John is very deserving of this recognition and reward. His work ethic and commitment to HKFS is exceptional.” HKFS is a Registered Investment Advisor that manages over $1 Billion of assets for the clients of its 70+ CPA firms in seven Midwestern states. HKFS also provides insurance services for its CPA affiliates’ clients. Founded in 1995, HKFS has 35 employees, 25 of them in its Dubuque, Iowa corporate office.