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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.

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  • 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

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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)

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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

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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

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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

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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

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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

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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,

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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

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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

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