Connecting your CPA’s tax advice to your Wealth Management goals.
Home >> Partner With HKFS >> Make A Referral
     
 

HONKAMP KRUEGER FINANCIAL SERVICES, INC.

PROFESSIONAL PARTNERS PROGRAM

 
Any referral you make, and any resulting referral reward, is confidential, unless you expressly consent to a release.
 
Referral Card form
Name of Potential Affiliate *
Website Address *
Email Address *
Contact Person *
Contact Phone Number *   ( 123-123-1234 )
Contact E-mail Address *  
Brief Description of Opportunity *
Suggestions for Approaching Party *
Please Include Me in the Initial Contact
Characteristics of the Referred Party (include number of partners, revenues, existing business, known concerns with current situation, etc.) *
I Understand you may use my Name as a Reference with this Party
Referral Made By *
Referral Email Address *
Date *
Best time and day to Contact Me about this Referral *     
Contact Me At *   ( 123-123-1234 )
 


Referral card must be on file to be considered for reward program