Kirk R. Hackbarth

JMG FINANCIAL GROUP LTD

Pewaukee, WI 53188

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CRD#: 1315116

Professional summary

Kirk Robert Hackbarth, CFP® is a registered financial advisor currently at JMG FINANCIAL GROUP LTD located in Pewaukee, Wisconsin.

Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kirk has worked at 10 firms and has passed the Series 63, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Robert Hackbarth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

March 21, 2022 - Present

JMG FINANCIAL GROUP LTD

Office #1: N19w24400 Riverwood Drive, Suite 250, Pewaukee, WI 53188

RIA

CRD#: 110302

Pewaukee, WI

Past

July 5, 2019 - April 11, 2022

STRATEGIC WEALTH PARTNERS

RIA

CRD#: 174052

Milwaukee, WI

Past

January 30, 2019 - July 15, 2019

GUIDANT WEALTH ADVISORS

RIA

CRD#: 123383

Palatine, IL

Past

August 24, 2016 - January 17, 2019

LIBERTY FINANCIAL GROUP, INC.

RIA

CRD#: 111272

ELM GROVE, WI

Past

December 4, 2013 - January 18, 2017

RICHARDSON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 130985

MENOMONEE FALLS, WI

Past

June 15, 2011 - November 25, 2013

KABAREC FINANCIAL ADVISORS LTD

RIA

CRD#: 105689

PALATINE, IL

Past

July 3, 2001 - March 13, 2003

K. P. FINANCIAL, INC.

RIA

CRD#: 111312

THIENSVILLE, WI

Past

August 6, 1986 - August 1, 1989

INVEST FINANCIAL CORPORATION

CRD#: 12984

Past

July 12, 1985 - September 17, 1986

PRUCO SECURITIES, LLC.

CRD#: 5685

Past

November 1, 1984 - May 14, 1985

DECADE SECURITIES CORP.

CRD#: 10226

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JMG FINANCIAL GROUP LTD

CRD#: 110302 / SEC#: 801-23526

RIA

Registered Investment Advisory firm - (2/13/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/5/2025)

IAR

Wisconsin
(3/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/21/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/1985

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 10/30/1984

Direct Participation Programs Representative Examination

Current Firm

JMG FINANCIAL GROUP LTD

CRD#: 110302 / SEC#: 801-23526

RIA

Registered Investment Advisory firm - (2/13/1985 Approved)

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Contact information

Main Address

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Mailing Address

Phone number

(630) 571-5252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JMG BROCHURE SUPPLEMENT MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	5,763
AUM (Assets Under Management)	$ 6,366,272,925

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/11/2024	Cover Page	Report
11/20/2023	Cover Page	Report
02/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kirk R. Hackbarth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Robert Hackbarth's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH PARTNERS

GUIDANT WEALTH ADVISORS

LIBERTY FINANCIAL GROUP, INC.

RICHARDSON CAPITAL MANAGEMENT, LLC

KABAREC FINANCIAL ADVISORS LTD

K. P. FINANCIAL, INC.

INVEST FINANCIAL CORPORATION

PRUCO SECURITIES, LLC.

DECADE SECURITIES CORP.

Primary Firm SEC Registration

JMG FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 11/2/1984

Series 7

Date: 6/21/1986

Series 6

Date: 8/22/1985

Series 22

Date: 10/30/1984

Current Firm

JMG FINANCIAL GROUP LTD

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JMG FINANCIAL GROUP LTD

TRUST BUT VERIFY

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