Jacob Kadisak
Kadisak Financial Services · Naperville, Illinois
Jacob Kadisak is a fee-only financial advisor at Kadisak Financial Services in Naperville, Illinois, who holds the CFP credential. Kadisak Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kadisak Financial Services |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $65.5M across 299 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6285940 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kadisakfinancial.com |
How Jacob's firm compares
- Kadisak Financial Services's average account is about $219,000, from its Form ADV (assets managed divided by 299 accounts).
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Questions about Jacob
Is Jacob Kadisak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Kadisak Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Kadisak Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Kadisak based?
Jacob Kadisak is based in Naperville, Illinois.
What credentials does Jacob Kadisak hold?
Jacob Kadisak holds the CFP credential.
Is Jacob Kadisak registered with the SEC?
Yes. Jacob Kadisak is registered as an investment adviser representative in IL (CRD 6285940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kadisak Financial Services manage?
Kadisak Financial Services reports $65.5M across 299 accounts in assets under management.
How do I contact Jacob Kadisak?
Through Jacob's website, www.kadisakfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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