Kirk Hackbarth, financial advisor Menomonee Falls WI
96 score

Kirk Hackbarth

CRD Number: 1315116
Current Firm: Richardson Capital Management, LLC

Kirk Hackbarth (CRD# 1315116) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has over 32 years of experience in the finance industry. Kirk Hackbarth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Richardson Capital Management, LLC Menomonee Falls, WI Nov 2013 - Current 3
Richardson Financial Group, Inc. Menomonee Falls, WI Nov 2013 - Current 3
Kabarec Financial Advisors Palatine, IL Feb 2003 - Oct 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Kirk R. Hackbarth
Phone Number: 262-255-4100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $2,349,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, IL, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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