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Helping you navigate life's financial journey.

Your financial navigation partner
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About Us

HK Financial Services (HKFS) offers a comprehensive approach to wealth management called Guidance Planning Strategies (GPS).

To experience a holistic approach to planning, coordinating with your CPA is essential.

Navigating your destination points and making adjustments as needed provides clarity for your journey.

Comprehensive advice generates financial options unique to your situation.

  • 100HKFS is a Top 100 Wealth Manager in the U.S. as recognized by Forbes
  • $2.9B HKFS has over $2.9 billion in assets under management as of 06/26/17 ($2.67B as of 12/31/16)*
  • Forbes HKFS is in the top 50 fastest growing RIA as recognized by Forbes
  • RIA HKFS is the largest Registered Investment Adviser firm in the state of Iowa
  • 100 HKFS is ranked as a top 100 wealth manager by Forbes

Latest News

Wipfli Bauerle wins Firm of the Year and Top Wealth Advisory Firm award

Denver, CO, May 23, 2018 – Local CPA firm, Wipfli Bauerle has been awarded the 2017 Firm of the Year award and the 2017 Top Wealth Advisory Firm from HK Financial Services (HKFS). Wipfli Bauerle earned the

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Tom Dosen, Managing Partner of Wipfli Bauerle has received award

Rapid City, SD, May 23, 2018 – Tom Dosen, CPA of Wipfli Bauerle of Denver, Colorado has been awarded the President’s Club Award from HK Financial Services (HKFS). The President’s Club Award recognizes outstanding individuals for providing

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HK Family of Companies closed Thanksgiving weekend

The HK Family of Companies, including HK, HKP and HKFS, will be closed Thursday, Nov. 23 and Friday, Nov. 24 for the Thanksgiving holiday. In case of an emergency, the HKP after-hours contact number is 563-599-2357. HKFS offices

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HKFS reaches RIA assets under management milestone, makes Billion Dollar Club and Top 100 lists

HK Financial Services (HKFS) has reached $3 billion in RIA assets under management, has been listed in Accounting Today’s Billion Dollar Club, and has been ranked in the Top 100 of Fastest Growing RIAs for 2017

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HKFS named a top wealth manager for CPA firms by Accounting Today

HK Financial Services (HKFS) was named a top wealth manager for CPA firms by Accounting Today (June 2016). With over $2.4 billion in assets under management, HKFS is listed in the 2016 Wealth Magnets Billion Dollar

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Office summer hours begin June 3, 2016

On Friday, June 3, 2016, summer hours begin at the HK Family of Companies, which include Honkamp Krueger & Co., P.C. (HK), HK Payroll Services (HKP) and HK Financial Services (HKFS). The HK Family of Companies strives

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HKFS named a Top Advisor by Financial Advisor’s 2015 RIA survey

HK Financial Services named a Top Advisor by Financial Advisor's 2015 RIA survey. HK Financial Services, Inc. (HKFS) has been named a Top Advisor according to Financial Advisor’s 2015 RIA Rankings. Landing at the 92nd spot out

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HKFS named Top 100 Wealth Manager by Forbes

HK Financial Services named Top 100 Wealth Manager by Forbes. Forbes, one of the most prominent business media organizations in the world, has named HK Financial Services (HKFS) a Top 100 Wealth Manager in the country. Data

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HKFS reaches $2 billion in assets under management

HK Financial Services reaches important milestone with $2 billion in assets under management. HK Financial Services (HKFS), the 13th largest CPA wealth management firm in the country (Accounting Today, 2014) and headquartered in Dubuque, Iowa, has reached

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HKFS ranked 13th largest wealth management firm

HK Financial Services moved from 14 to 13 in Accounting Today's annual rankings of largest CPA wealth management firm. Accounting Today has moved HK Financial Services (HKFS) up one spot, ranking them as the 13th largest CPA

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