Kirk Hackbarth, financial advisor Elm Grove WI
96 score

Kirk Hackbarth

CRD Number: 1315116
Current Firm: Liberty Financial Group, Inc.

Kirk Hackbarth (CRD# 1315116) is an Investment Advisor Representative working at Liberty Financial Group, Inc. in Elm Grove, WI and has over 33 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.

Similar Advisors
Justus Morgan, financial advisor Elm Grove WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Elm Grove WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Elm Grove WI
Daniel W. Wilson
CRD# 2810851
Midland Financial Advisors, Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Liberty Financial Group, Inc. Elm Grove, WI Aug 2016 - Current 1
Richardson Capital Management, LLC Menomonee Falls, WI Nov 2013 - Aug 2016 2
Richardson Financial Group, Inc. Menomonee Falls, WI Nov 2013 - Aug 2016 2
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: 262-785-1377
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $560,191
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Kirk Hackbarth and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.