Brokerage Services

Brokerage Investment Services:

HK Financial Services (HKFS) believes there are investment needs that may be more appropriately met with brokerage products as opposed to fee-only advisory services and asset management services. After careful consideration of your current financial situation, including risk tolerance, time horizon and financial goals, it may be determined that a brokerage-based account or direct participation product would be the best solution for you.

You will receive:

  • Tax planning integration with your CPA
  • Thorough review and analysis of your situation
  • A variety of alternative or direct investments to enhance a well-rounded portfolio
  • High-level service
  • Experience and education

Products offered include:

  • Uni-401(k)s
  • Individual bonds
  • Traditional and ROTH IRAs
  • Real Estate investment trusts
  • Mutual funds
  • Real Estate 1031 exchanges
  • 529 plans
  • Oil and gas opportunities
  • Individual securities
  • Other alternative investments

Why RTBH?

RTBH has partnered with HKFS, a wealth management company that specializes in CPA firm 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 and their clients. They work seamlessly with us to offer you an all-encompassing approach to financial planning.

Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial services, Inc., a Registered Investment Advisor. Insurance products offered through many fine carriers. Honkamp Krueger Financial Services, Inc., is independent of ProEquities, Inc. Approval No. 100416

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