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).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Kadisak Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jacob W. Kadisak
CRD#: 6285940
710 E. Ogden Ave, Suite 130, Naperville, IL 60563

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 W. Kadisak
CRD#: 3014664
710 E. Ogden Suite 670, Naperville, IL 60563

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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