HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Brian Cose, CFP®, CLU, AEP*†Chief Client Development Officer


Brian Cose is a partner and chief client development officer at HK Financial Services (HKFS). He manages the HKFS team of financial planning consultants and assists them in working with HKFS CPA firm affiliates to design and implement wealth management and transfer strategies for affiliate firm clients. He is a registered representative with ProEquities, Inc. He is a licensed health, life and variable insurance agent. He joined HKFS in 2000.


Series 4, 6, 7, 24, 63 and 65 securities licenses
Certified Financial Planner™ (CFP®)
Chartered Life Underwriter (CLU®)
Accredited Estate Planner® (AEP®)


B.A. in political science, University of Northern Iowa, Cedar Falls, Iowa

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