• Honkamp Krueger HK-Logo
  • HK Financial ServicesHKFS-Logo
  • HKFS RetirementHKRS-Logo
  • HK Alliance HKA-Logo
1-Your browser does not support SVG

Helping you navigate life's financial journey.

Your financial navigation partner
2-Your browser does not support SVG

About Us

At  HK Financial Services, our team’s priority is to build your unique wealth management strategy around what is most important to you – your goals, dreams, and time horizons. By combining the expertise of your CPA firm and the wealth management expertise of HKFS, you experience an all-encompassing and tax-efficient approach to financial planning.

  • 100HKFS is a Top 100 Wealth Manager in the U.S. as recognized by Forbes
  • $3B HKFS has over $3 billion in assets under management as of 06/26/18 ($3.2B as of 12/31/17)*
  • 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

The HKFS Blog

Buy-sell agreements: Key components to a successful business transition

By Financial Planning Consultants; Cara Miller, CFP® and James Milford, CFP®   For many business owners, their company is their single largest holding and the key to a successful retirement. Planning well ahead of departure will help ensure

Read More

Market Recap – Week Ending 08/09/19

Overview: Trade tensions escalated last week as China devalued its currency and the U.S. responded by labeling China a currency manipulator. U.S. stocks were down -0.5% and 10-year U.S. Treasury yields fell 12 basis points (bps)

Read More

Market Recap – Week Ending 08/02/19

Overview: Stock markets traded lower last week and yesterday, Aug. 5, as markets reacted mainly to tariff escalations in trade with China. The S&P 500 fell about 6% over the six-day period, and the selloff extended

Read More

Market Recap – Week Ending 07/19/19

Overview: Stocks were mixed across the globe last week with emerging markets (MSCI EM) leading the way with a positive 0.8% return, while U.S. stocks closed lower. Markets lost momentum late in the week following mixed

Read More

Market Recap – Week Ending 07/12/19

Overview: Global equities were mixed last week in a quiet summer trade, with U.S. stocks up marginally following testimony from Federal Reserve Chairman Jerome Powell. The Fed chair described the U.S. economy “in a very good place,” and that

Read More

Market Recap – Week Ending 06/28/19

Overview: Stocks were mixed on the week, as investors kept a close eye on geopolitical events and the outcome of the weekend G20 (Group of 20) summit in Tokyo. Despite concerns around a slowing global economy, trade

Read More

Is Your 401(k) in Compliance?

By Joni Dement, QKA, QPA, HKFS Senior Compliance Advisor Keeping your 401(k) plan in compliance each year is essential to avoiding a costly correction down the road or possibly disqualifying plan assets. Some of the most common items

Read More

Market Recap – Week Ending 06/21/19

Overview: Global stocks traded higher last week as two key events drove stocks higher and bond yields lower. First, the Federal Reserve indicated a willingness to cut the funds rate at future Fed meetings, and second,

Read More

Market Recap – Week ending 06/14/19

Overview: Stocks took a breather last week as investors weighed the U.S.-China trade tensions against the market’s increasing focus on the chances of a Federal Reserve rate cut. Interest rates were lower, as investors remained concerned

Read More

Market Recap – Week Ending 6/7/19

  Ivan Gruhl, Chief Investment Officer, HK Financial Services Overview: Stocks rebounded across the globe last week led by a rally in the U.S., where the S&P 500 had its best gain on Tuesday since January. The S&P

Read More