Jacob
Hornak
Mccarthy Grittinger Financial Group, LLC
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About this Advisor
Jacob Hornak is a financial advisor based in Milwaukee, Wisconsin, working with Mccarthy Grittinger Financial Group, LLC. Jacob has previously held positions at Mccarthy Grittinger Financial Group, LLC, Living As A Leader, University Of Wisconsin Milwaukee, University Of Wisconsin Parkside, Menards, and Mccarthy Grittinger Financial Group. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Jacob is part of Mccarthy Grittinger Financial Group, LLC, which operates out of Milwaukee, Wisconsin. The firm has 10 employees and manages assets totaling $389.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Mccarthy Grittinger Financial Group, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mccarthy Grittinger Financial Group, LLC Brokerage Details
$389,816,442
10
788
$494,691
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jacob Hornak Work History
Mccarthy Grittinger Financial Group
Mccarthy Grittinger Financial Group, LLC
Mccarthy Grittinger Financial Group, LLC
Living As A Leader
University Of Wisconsin Milwaukee
Menards
University Of Wisconsin Parkside
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
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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