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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

Market Recap – Week Ending 10/18/19

Overview: Stock markets rallied Tuesday on news of a trade agreement between the U.S. and China before leveling off midweek on mixed economic news. Global stocks benefited from generally good third quarter earnings and easing geopolitical tensions. International

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Market Recap – Week Ending 10/04/19

Overview: Markets traded with heightened volatility last week as investors looked for direction from economic data. Stocks sold off sharply early in the week, as the U.S. ISM manufacturing index fell to 47.8 in September, a multi-year

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Cash Balances and Why to Focus on it During Financial Planning

By Jared Barkmeier, CFP®, Associate Financial Planning Consultant A common question we receive from clients is “how much cash should I have?” It is a simple question that can have a complicated answer because there is no single answer.

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Market Recap – Week Ending 09/27/19

Overview: Global stocks fell in the final full trading week of the third quarter, as trade tensions and politics dominated the news. The S&P 500 index was down about 1% for the week. Non-U.S. stocks fell as well,

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Market Recap – Week Ending 09/20/19

Overview:  The week started with news of an attack on a Saudi oil production facility, which initially sent oil prices 15% higher at the start of the week. The strike knocked out about half of Saudi

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Market Recap – Week Ending 09/13/19

Happening now: News of the weekend drone attack on a Saudi Arabia oil facility sent crude oil futures to their biggest rise ever. At the open of trading today (Monday), WTI crude is up 10% to $60.30

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Market Recap – Week Ending 09/06/19

Overview: Stocks around the globe moved higher last week as trade developments included the announcement that U.S. and China plan to meet for talks in early October. Emerging markets led the way with the MSCI EM index

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Using Life Insurance to Support Charity

America is a charitable nation. More than two-thirds of Americans (68%) give to charity each year1. That means you probably do too. Approximately 90% of high net worth households gave to charity in 2017 and contributed an average

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Market Recap – Week Ending 08/30/19

Overview: Stocks continued to oscillate last week, as investors digested the latest in U.S.-China trade war tensions. Both U.S. and international stocks finished in positive territory for the week, led by the S&P 500 index, which was

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Market Recap – Week Ending 08/23/19

Overview: U.S.-China trade tensions continued to dominate headlines this past week. China announced tariffs of 5% to 10% on $75 billion of goods, including autos and oil. The U.S. retaliated on Friday with higher tariffs, sending domestic

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