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Joseph Clagg, CRPS®†Client Development Specialist

Joe Clagg is a client development specialist for HK Financial Services (HKFS). Joe serves as a strategic advisor to our CPA affiliates, assisting with the identification of financial services opportunities and expanding wealth management relationships with clients. Once an opportunity is identified, he serves as a trusted partner with the CPA to develop a tailored client-specific approach to introduce the partnership of the CPA firm and HKFS.

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

Credentials

Series 6, 63 and 65 securities licenses
Chartered Retirement Plans SpecialistSM (CRPS®)

Education

B.S. in criminal justice, Indiana University-Purdue, Indianapolis, Ind.

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