HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Tracie Clark, FPQP™†*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
Financial Paraplanner Qualified Professional™ (FPQP™)

Education

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

 

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