Kadisak Financial Services, Inc.
Kadisak Financial Services, Inc. (CRD# 122895) is a financial advisory firm headquartered in Naperville, IL. They manage $49,950,000 in 338 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts338ACCOUNTS
Average Account Value$147,781
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roger Kadisak (CRD# 3014664) is an Investment Advisor Representative working at Kadisak Financial Services, Inc. in Naperville, IL and has over 20 years of experience in the finance industry. Roger Kadisak 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.