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Connecting tax advice to wealth management

What can we help you with?

A holistic approach to retirement planning.
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About Us

HK Financial Services (HKFS) engages with CPA firms and advisors to meet the wealth management needs of their clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of the special relationship between CPAs, advisors and their clients.

HKFS understands the importance of maximizing retirement benefits and reducing tax liability. We provide a turnkey retirement plan solution designed to meet your specific goals. Our comprehensive package of services including investment management, administration and participant support services are designed to provide the maximum level of fiduciary protection and produce better retirement outcomes.

The Retirement Plan Services team will customize a plan design that has a meaningful impact to both business owners and their employees. Our comprehensive services allow clients to minimize retirement plan administration, reduce fiduciary risk, and provide personalized participant education.

  • Over 2.1 billion in assets under management*
  • Over 3.5 billion of in-force life insurance coverage
  • Over 450 million held in non-managed brokerage accounts
  • Over 1,500 CPA partners throughout the United States
  • Multiple custodial platforms to maintain independent asset management options
  • Proprietary training and support tools and systems
  • Complete back-office support by experienced investment, insurance and retirement plan staff to assist in financial services implementation and reporting
  • Complete retirement plan services; including recordkeeping, investment management and plan design solutions
  • Complete executive services platform to help businesses to retain top employee talent
  • Financial advisor support
  • HKFS is recognized in Accounting Today’s, Wealth Magnets, Billion Dollar Club**
  • HKFS is recognized in Forbes magazine as Top 100 Wealth Manager in the country***

*As of 12/31/14
**As printed in Accounting Today/CPA Wealth Provider Magazine dated 07/2014
***As printed in Forbes Magazine dated 05/2015

RPS-Ancillary Services Pentagon

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  • 100HKFS is a Top 100 Wealth Manager in the U.S. as recognized by Forbes
  • $2B HKFS has over $2 billion dollars in assets under management
  • 12 HKFS is the 12th largest CPA wealth management firm ranked by Accounting Today in 2015
  • 1 HKFS is the largest Registered Investment Adviser firm in the state of Iowa

Latest News

HKFS listed in Accounting Today’s Billion Dollar Club

HKFS ranked as 14th largest CPA wealth management firm in the country by Accounting Today. Accounting Today magazine has ranked HKFS as 14th largest CPA wealth management firm in the country. As part of this recognition, HKFS

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  • HKFS in top investment advisor list

    HKFS listed in Financial Times' Top Registered Investment Advisor list. HKFS was recently listed in the Financial Times' Top Registered Investment Advisor list. Methodology considered was advisor assets under management more than $300 million, asset growth, the

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  • HKFS ranked 13th largest wealth management firm

    HK Financial Services moved from 14 to 13 in Accounting Today's annual rankings of largest CPA wealth management firm. Accounting Today has moved HK Financial Services (HKFS) up one spot, ranking them as the 13th largest CPA

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  • HKFS reaches $2 billion in assets under management

    HK Financial Services reaches important milestone with $2 billion in assets under management. HK Financial Services (HKFS), the 13th largest CPA wealth management firm in the country (Accounting Today, 2014) and headquartered in Dubuque, Iowa, has reached

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  • HKFS named Top 100 Wealth Manager by Forbes

    HK Financial Services named Top 100 Wealth Manager by Forbes. Forbes, one of the most prominent business media organizations in the world, has named HK Financial Services (HKFS) a Top 100 Wealth Manager in the country. Data

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  • HKFS named a Top Advisor by Financial Advisor’s 2015 RIA survey

    HK Financial Services named a Top Advisor by Financial Advisor's 2015 RIA survey. HK Financial Services, Inc. (HKFS) has been named a Top Advisor according to Financial Advisor’s 2015 RIA Rankings. Landing at the 92nd spot out

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  • Jody Steger promoted to senior insurance analyst

    Jody Steger has been promoted to senior insurance analyst. Jody Steger has been promoted to senior insurance analyst. Jody is a licensed accident, health, and life insurance agent and is also a REGISTERED PARAPLANNER SM and RP®.

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  • New internal senior financial advisor

    Egan Dardis hired as senior financial advisor. HKFS is happy to announce the addition of Egan Dardis as a senior financial advisor to the Dubuque office. Egan brings over 10 years of experience in the financial services

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  • New financial services assistant hired

    Rachel Hall hired as senior financial service assistant. HKFS is happy to announce the hiring of Rachel Hall as the new financial services assistant for our new Rapid City, South Dakota office.

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  • Beth Kaiser joins HKFS as information systems manager

    HKFS welcomes Beth Kaiser as information systems manager. HKFS welcomes Beth Kaiser to the HKFS family as our new information systems manager. Beth has an accounting degree from Clarke College with over 10 years of management experience

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