Jacob
Hornak
Mccarthy Grittinger Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Hornak is a certified financial planner who works out of Milwaukee, Wisconsin with 5 years of industry experience. Hornak is on the advisory team at Mccarthy Grittinger Financial Group, LLC. Their career trajectory has included roles at Mccarthy Grittinger Financial Group, LLC, Living As A Leader, University Of Wisconsin Milwaukee, University Of Wisconsin Parkside, Menards, Evolve Concepts and Union Grove High School. Hornak holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Wisconsin. Mccarthy Grittinger Financial Group, LLC is a financial advisory business based in Milwaukee, WI. It handles $338 million in assets under management across its 780 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 780 customer accounts, 63% are held by high-net-worth clients who have more than $1 million in investable assets. Mccarthy Grittinger Financial Group, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules typically vary depending on the type of financial services. Fee types billed by Mccarthy Grittinger Financial Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mccarthy Grittinger Financial Group, LLC Brokerage Details
$338,215,708
10
780
$433,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jacob Hornak Work History
Jacob has been registered as a financial advisor for 5 years.*
Mccarthy Grittinger Financial Group, LLC
Mccarthy Grittinger Financial Group, LLC
Living As A Leader
University Of Wisconsin Milwaukee
Menards
University Of Wisconsin Parkside
Evolve Concepts
Union Grove High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Hornak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mccarthy Grittinger Financial Group, LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
