Jacob W. Kadisak
KADISAK FINANCIAL SERVICES
NAPERVILLE, IL 60563
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CRD#: 6285940
Professional summary
Jacob W Kadisak, CFP® is a registered financial advisor currently at KADISAK FINANCIAL SERVICES, INC. located in Naperville, Illinois.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob W Kadisak's 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®
Start date: 2018
Experience
Current
April 26, 2018 - Present
KADISAK FINANCIAL SERVICES, INC.
Office #1: 710 E. Ogden Ave Suite 130, Naperville, IL 60563RIA
CRD#: 122895
NAPERVILLE, IL
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(4/26/2018)
Exams
Current Firm
KF
KADISAK FINANCIAL SERVICES, INC.
KADISAK FINANCIAL SERVICES, INC.
CRD#: 122895 / SEC#: 801-71773
RIA
Registered Investment Advisory firm - (8/10/2012 Terminated)Illinois
Registered Investment Advisory firm - (3/2/2012 Approved)Texas
Registered Investment Advisory firm - (10/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
710 E. Ogden Ave Suite 130, Naperville, IL 60563
Mailing Address
Phone number
(630) 369-3336
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 57,500,000 |
Red Flags
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