CP Financial Services | Rapid City Financial Planning

In 2000, CP Financial Services, LLP was established to facilitate the delivery of financial services to the clients of Casey Peterson & Associates, Ltd. We are engaged with HK Financial Services of Dubuque, Iowa, to provide investment advisory services and to work with our own Certified Financial Planners in serving your financial needs.

HK Financial Services

HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp Krueger & Company, P.C. Their world-class systems and services allow our affiliates to assist individual and business investors to accumulate, preserve and transfer wealth. HKFS works with over 50 CPA firms across the Midwest, emphasizing a team approach with the CPA to serve the client.

Disclaimer

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. Honkamp Krueger Financial Services, Inc., Casey Peterson & Associates, Ltd. and CP Financial Services, LLP are independent of ProEquities, Inc.

Please Note: The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Casey Peterson & Associates, Ltd. and ProEquities make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Casey Peterson & Associates, Ltd. web site and assume total responsibility and risk for your use of the sites you are linking to.

The Benefits of the CPA Connection

A team approach when you combine your CPA & HKFS financial advisor
A comprehensive view of your financial plan, incorporating taxes, investments, insurance, retirement planning and estate planning
Cost-effectiveness
Independent, objective insurance and investment analysis with your needs at the forefront
Consistent investment and risk management philosophy and process
Portfolios designed to your needs
Consolidation of record keeping and information
Quarterly, annual and since-inception performance reporting
Annual risk management program evaluation

Graph

Email Cara Miller, HKFS Financial Advisor, at cmiller@hkfs.com for more information.

“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. CP Financial Services, LLP is independent of ProEquities, Inc.”

Please be advised that presently John Mitchell and Kevin Eggebraaten hold licenses in South Dakota. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by John Mitchell and Kevin Eggebraaten before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

IRS Circular 230 disclosure: to ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party who is not the original viewer of this website, any transaction or matter addressed herein. You should seek professional assistance