HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Kelli WelandCompliance Officer

Experience

As a compliance officer for HKFS, Kelli assists with the administration of the firm’s compliance program. Her responsibilities include supporting the firm in monitoring and testing the various compliance aspects of its operations, conducting various routine compliance functions, reviewing current policies, controls and procedures for compliance with laws and regulations, and assisting the firm and its supervised persons with the implementation of new policies/procedures, or with updates to existing policies/procedures.

Education

B.B.A in accounting, University of Dubuque, Dubuque, IA.
Masters in Management and Communication Management, University of Dubuque,
Dubuque, IA

Community Involvement

NICC Accounting Specialist Advisory Committee Member

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