Kirk
Hackbarth

Jmg Financial Group LTD

CRD#1315116
Investment Advisor
in Milwaukee, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kirk Hackbarth is a certified financial planner and personal financial specialist working in Milwaukee, Wisconsin who has 1 year of industry experience. Hackbarth is an employee of Jmg Financial Group LTD. Their career trajectory has included roles at Kabarec Financial Advisors, Richardson Capital Management, LLC, Richardson Financial Group, Inc, Liberty Financial Group, Inc, Guidant Wealth Advisors, Strategic Wealth Partners and Jmg Financial Group, LTD. Hackbarth maintains a Series 63 license, designating them as a securities representative, and can serve investors in Wisconsin. Jmg Financial Group LTD is an advisory firm headquartered in Downers Grove, IL. It has offices in two locations and a total of 64 employees. It manages $5 billion in assets between its 4,560 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 4,560 client accounts, 76% belong to high-net-worth investors who have at least $1 million in assets available to invest. Jmg Financial Group LTD has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the financial services provided. However, fee types charged by Jmg Financial Group LTD can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

250 East Wisconsin Avenue Suite 1800
Milwaukee, WI 53202

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.

Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$4,500,738,000

WI Average: $6,674,516,078
Total Number of Employees

64

WI Average: 44
Total Number of Accounts

4,560

WI Average: 2,564
Average Account Size

$987,004

WI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kirk Hackbarth Work History

Kirk has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Jmg Financial Group, LTD

2019 - 2019 (< 1 year)

Guidant Wealth Advisors

2019 - 2022 (3 years)

Strategic Wealth Partners

2016 - 2018 (2 years)

Liberty Financial Group, Inc

2013 - 2016 (3 years)

Richardson Capital Management, LLC

2013 - 2016 (3 years)

Richardson Financial Group, Inc

2003 - 2013 (10 years)

Kabarec Financial Advisors

*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 Kirk Hackbarth 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 Jmg Financial Group LTD

Matthew Sorenson
Downers Grove, IL
Nicholas Smith
Downers Grove, IL
Tony Kozaili
Downers Grove, IL
William German
Downers Grove, IL
Meggan Carroll
Downers Grove, IL
Jeffrey Dohner
Downers Grove, IL
Chloe Fakhouri
Downers Grove, IL
Erik Faust
Downers Grove, IL

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started