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HKFS reaches $2 billion in assets under management

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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 an important milestone with $2 billion dollars in assets under management. This places HK Financial Services in an elite group of Registered Investment Advisers (RIAs) across the country. As of December 31, 2013, HK Financial Services had disclosed assets under management of slightly over $1.7 billion.

Ann S. McCorkindale, CFA®, CFP®, executive vice president and chief investment officer for HKFS, states, “It was a team effort between our dedicated leaders, talented employees and loyal CPA affiliate firms to keep existing clients happy and offer competitive, comprehensive financial services to new clients. Being a part of this rapid growth in such a short time frame has been a truly wonderful experience.”

For more information about this ranking, contact Angie Recker, marketing supervisor, at 563.582.2855.