Best Investors Account Sign in
Inactive

Jacob Thomas Hornak

The Milwealth Group, LLC

Milwaukee, WI

Claim This Profile
Current Employers
The Milwealth Group, Llc

125 South 84Th Street Suite 130, Milwaukee, WI 53214-1498 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-09-05
  • WI RA
    APPROVED
    Since 2018-09-05

Branch Locations

125 South 84Th Street Suite 130, Milwaukee, WI 53214-1498 • 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
Mccarthy Grittinger Financial Group, Llc Milwaukee WI 06/2017 05/2018
Mccarthy Grittinger Financial Group, Llc Milwaukee WI 05/2018 01/2022
Living As A Leader Brookfield WI 09/2016 12/2016
University Of Wisconsin Milwaukee Milwaukee WI 01/2016 05/2018
The Milwealth Group Llc (Fna Mccarthy Grittinger Financial Grp) Milwaukee WI 02/2022 Present
  • 06/2017 → 05/2018
    Mccarthy Grittinger Financial Group, Llc
    Milwaukee, WI
  • 05/2018 → 01/2022
    Mccarthy Grittinger Financial Group, Llc
    Milwaukee, WI
  • 09/2016 → 12/2016
    Living As A Leader
    Brookfield, WI
  • 01/2016 → 05/2018
    University Of Wisconsin Milwaukee
    Milwaukee, WI
  • 02/2022 → Present
    The Milwealth Group Llc (Fna Mccarthy Grittinger Financial Grp)
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-05
  • S65 Uniform Investment Adviser Law Examination
    2018-09-05
Designations

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor