HK Financial Services Reaches $2 Billion in Assets under Management

By Montgomery, Jeff | Telegraph - Herald (Dubuque), September 15, 2014 | Go to article overview

HK Financial Services Reaches $2 Billion in Assets under Management


Montgomery, Jeff, Telegraph - Herald (Dubuque)


HK Financial Services has reached $2 billion in assets under management, marking another key milestone for the Dubuque-based company.

HK Financial Services was founded in 1995 by the partners of Honkamp Krueger & Co., shortly after it became legal for CPAs to sell financial services to clients. The company, which helps CPA firms provide wealth-management services to their clients, reached the $1 billion threshold in 2007.

Jim Herrig, executive vice president and chief compliance officer for HK Financial Services, said the way in which the company does business sets it apart from others.

"I think it's important that most of the growth has been client- by-client, referral-by-referral. There are a lot of people in our industry that have grown by merging or acquiring other firms. We have not done that; our growth has been more organic," Herrig said.

This growth has put HK Financial Services on the national map, as demonstrated by the company's recent No. 13 ranking in Accounting Today's list of the country's largest wealth-management firms for CPA firms.

In the past two decades, the company's employment has increased along with its client base.

John Darrah, chairman of the board and chief executive officer for HK Financial Services, said the company has 62 employees, 48 of which work out of the Dubuque office. …

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