Rick Hageman is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Rick provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.
Rick also serves as a member of the HKFS investment committee. He is a registered representative with ProEquities, Inc. He also is a licensed accident, health, life and variable insurance agent.
Series 6, 7 and 63 securities licenses
Certified Financial Planner™ (CFP®)
Chartered Financial Analyst® (CFA®)
B.S. in aerospace engineering, Iowa State University, Ames, Iowa
Masters of Business Administration, Washington University, St. Louis, Mo.
Boy Scouts of America, Adult Leader