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Tracie Clark, †*Associate Financial Planning Consultant

Experience

Tracie Clark is an associate financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA and Financial Planning Consultant, Tracie provides integrated planning and investment strategies for growing and protecting clients’ wealth. She assists in implementing personalized wealth management solutions including asset management, estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Tracie is a registered representative with ProEquities, Inc. and a licensed health and life insurance agent.

Credentials

FINRA Series 7 and 66 securities licenses

Education

B.S. in business management with a finance emphasis, University of South Dakota, Vermillion, SD

 

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