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Brian Cose, CFP®, CLU, AEP*†Chief Client Development Officer

Experience

Brian Cose is a partner and chief client development officer at HK Financial Services (HKFS). He manages the HKFS team of financial planning consultants and assists them in working with HKFS CPA firm affiliates to design and implement wealth management and transfer strategies for affiliate firm clients. He is a registered representative with ProEquities, Inc. He is a licensed health, life and variable insurance agent. He joined HKFS in 2000.

Education

Series 4, 6, 7, 24, 63 and 65 securities licenses
Certified Financial Planner™ (CFP®)
Chartered Life Underwriter (CLU®)
Accredited Estate Planner® (AEP®)

Education

B.A. in political science, University of Northern Iowa, Cedar Falls, Iowa

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