Iowa School Finance Info Service

Honkamp Krueger Financial Services, Inc ( HKFS ), engages with CPA firms to assist them in providing wealth management for their clients. Founded in 1995 by partners of Honkamp Krueger & Company, P.C, a leading regional CPA firm, HKFS has become a premier provider of wealth management services throughout the Midwest. While our corporate offices are centrally located in Dubuque, Iowa, we serve clients throughout the United States. Our financial advisors are located in Des Moines, Iowa ; Chicago, Illinois ; Rochester, Minnesota ; St. Louis, Missouri ; Omaha, Nebraska ; Rapid City, South Dakota ; Sioux Falls, South Dakota ; Madison, Wisconsin ; and Neenah, Wisconsin. Honkamp Krueger Financial Services is a Registered Investment Advisor. Since 1995, HKFS has been assisting CPA firms to provide comprehensive financial services for their high-net-worth clients. The HKFS management team is comprised of highly competent, experienced professionals, including Certified Public Accountants ( CPAs ), Chartered Financial Analysts ( CFAs ), Chartered Life Underwriters ( CLUs ), CERTIFIED FINANCIAL PLANNER' practitioners and attorneys. This experienced team dedicated to excellence has accomplished the following: Complete back-office support by experienced investment and insurance staff to assist in financial services implementation and reporting Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER' and federally registered CFP ( with flame logo ) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CPA Connection to wealth management planning is critical to most effectively manage any tax-related considerations with your financial situation.

World Financial Group in Des Moines is a team of financial services and life insurance professionals with a proven track record of trust from millions of clients across the U.S. and Canada. Their expertise lies in helping clients build personalized wealth strategies to secure their financial futures with confidence and peace of mind. Generated from their website's infomation

Located in Johnston, IA, Edward Jones Investments stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the intricate landscape of investment strategies and financial planning. The firm prides itself on offering personalized assistance that underscores tailored solutions spanning investment management, retirement and estate planning, and educational savings programs, catering to a diverse array of financial aspirations. With a widespread presence of dedicated financial advisors across the nation, Edward Jones Investments places a premium on fostering enduring advisor-client relationships through personalized consultations and continuous support. Their approach centers on individualized client care, eschewing generic, transactional experiences in favor of crafting bespoke strategies that resonate with each investor, thereby demystifying the realm of thoughtful financial planning and making it accessible to all. Generated using this brand's available information