Jacob Hornak, financial advisor Milwaukee WI

Jacob Hornak

CRD Number: 6983549
Current Firm: Mccarthy Grittinger Financial Group, LLC

Jacob Hornak (CRD# 6983549) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry. Jacob Hornak 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
Mccarthy Grittinger Financial Group, LLC Milwaukee, WI May 2018 - Current 5
Mccarthy Grittinger Financial Group, LLC Milwaukee, WI Jun 2017 - May 2018 < 1
University Of Wisconsin Milwaukee Milwaukee, WI Jan 2016 - May 2018 2
Living As A Leader Brookfield, WI Sep 2016 - Dec 2016 < 1
Menards Mt. Pleasant, WI Mar 2015 - Jun 2016 1
University Of Wisconsin Parkside Kenosah, WI Sep 2013 - May 2015 1
Evolve Concepts Union Grove, WI Jan 2011 - Jan 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Jacob T. Hornak
Phone Number: 414-475-1369
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    338
    MILLIONS
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $433,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, IL, MN, NH, WI

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