Roger Kadisak
Kadisak Financial Services · Naperville, Illinois
Roger 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 3014664 |
| Exams passed | Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kadisakfinancial.com |
How Roger'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 Roger
Is Roger Kadisak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger 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 Roger charge for financial advice?
Roger's firm, Kadisak Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roger Kadisak based?
Roger Kadisak is based in Naperville, Illinois.
What credentials does Roger Kadisak hold?
Roger Kadisak holds the CFP credential.
Is Roger Kadisak registered with the SEC?
Yes. Roger Kadisak is registered as an investment adviser representative in IL (CRD 3014664), 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 Roger Kadisak?
Through Roger'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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