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Brian Russ, AAMS®*†Senior Vice President of Client Development

Experience

Brian Russ is the senior vice president for client development at for HK Financial Services (HKFS). In collaboration with a client’s CPA, Brian provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Brian is a registered representative with ProEquities, Inc. He is also a licensed
health, life and variable insurance agent.

Credentials

Series 7, 63 and 66 securities licenses
Accredited Asset Management Specialist (AAMS®)

Education

B.A. in communications, University of St. Thomas, St. Paul, Minn.
Master of Business Administration, Lewis University, Romeoville, Illinois

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