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Roger W Kadisak

Kadisak Financial Services, Inc.

Naperville, IL

CRD 3014664

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Employer firm

Kadisak Financial Services, Inc. CRD 122895

$65.5M regulatory AUM 80 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Kadisak Financial Services, Inc.

710 E. Ogden Ave Suite 130, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1998-04-23
  • IL RA
    APPROVED
    Since 1998-04-23

Branch Locations

710 E. Ogden Suite 670, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kadisak Financial Services, Inc. Naperville IL 05/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-06
  • S65 Uniform Investment Adviser Law Examination
    1998-02-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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