Honkamp Krueger Financial Services, Inc. (HKFS), engages with CPA firms to assist them in providing wealth management for their clients. Founded in 1995 by partners of Honkamp Krueger & Co., P.C., a leading national CPA firm, HKFS has become a premier provider of wealth management services throughout the United States.
Our mission at HKFS is to provide our clients professional investment and risk management guidance to work hand-in-hand with the individual client's goals and objectives. Here are a few stats on HKFS:
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Among the top 2% of Private Asset Managers in the U.S.*
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Over $1 billion in assets under management
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Over $3 billion of in-force life insurance coverage
- Over $340 million held in non-managed brokerage accounts
- Salaried Financial Advisor support provided by our firm
- Full service retirement plan services; providing recordkeeping, third party administration and investment management services to defined contribution plans
- Each CPA would be partnered in the HK Alliance with access to many different services
- Personal and Corporate Trust Services
- Proprietary training and support systems and tools, including an interactive 'scenarios based' planning software
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Over 80 CPA affiliate firms through the Midwest
- More than 125 Investment Advisor Representatives
*As printed in Financial Advisor magazine
For more information, please call HK Alliance toll-free 855.672.3039