Kadisak Financial Services, Inc.
Kadisak Financial Services, Inc. (CRD# 122895) is a financial advisory firm headquartered in Naperville, IL. They manage $53,900,000 in 317 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kadisak Financial Services, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts317ACCOUNTS
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Average Account Value$170,032
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Kadisak Financial Services, Inc.
1
Jacob Kadisak (CRD# 6285940) is an Investment Advisor Representative working at Kadisak Financial Services, Inc. in Naperville, IL and has 1 year of experience in the finance industry.
2
Roger Kadisak (CRD# 3014664) is an Investment Advisor Representative working at Kadisak Financial Services, Inc. in Naperville, IL and has over 26 years of experience in the finance industry.
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