HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Melissa Oftedahl, FPQP™Administrative Supervisor


Melissa Oftedahl is the advisory services administrative supervisor for HK Financial Services (HKFS). Melissa supervises, trains and oversees our team of financial services assistants. Through her oversight, Melissa ensures that our team provides professional customer service to our clients, CPA Affiliates and Financial Planning Consultants.  Melissa and her team assist in the opening and management of all client accounts. Melissa joined HKFS in June 2013.

Education & Credentials

Financial Paraplanner Qualified Professional™ (FPQP™)


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