JC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
1,236 clients
Average Client Portfolio
$744K average
Assets Under Management
$920.0M
Fee Structure
Sikich Financial offers financial planning services, investment management services, and retirement plan consulting services. Most wealth management clients receive financial planning services in connection with investment management, and a separate fee may not be charged. Certain investment advisor representatives are also licensed as registered representatives with Osaic Wealth, Inc. and may earn commissions.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningTax Planning
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Advisor Information
Office location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sikich Financial
October 2014 - Present · 11 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
May 2015 - December 2021 · 6 yrs 7 mos
Financial Telesis, INC.
January 2014 - September 2014 · 8 mos
Financial Telesis INCBroker
February 2013 - September 2014 · 1 yr 7 mos
LPL Financial LLC Broker
February 2012 - March 2013 · 1 yr 1 mo
NFP Securities, INC.Broker
February 2009 - February 2012 · 3 yrs
Signator Investors, INC.Broker
October 2008 - March 2009 · 5 mos
MML Investors Services, INC. Broker
August 2007 - May 2008 · 9 mos
Birchtree Financial Services, INC.Broker
April 2005 - March 2007 · 1 yr 11 mos
Adp Broker-Dealer, INC.Broker
August 1999 - November 2004 · 5 yrs 3 mos
Mutual of America Life Insurance Company Broker
September 1998 - July 1999 · 10 mos
Mutual of America Securities CorporationBroker
September 1998 - July 1999 · 10 mos
Charles Schwab & Co., INC. Broker
September 1997 - August 1998 · 11 mos
John G. Kinnard and Company, IncorporatedBroker
September 1992 - September 1997 · 5 yrs
Royal Alliance Associates, INC. Broker
September 1992 - September 1992 · 0 mos
Primevest Financial Services, INC.Broker
February 1990 - September 1992 · 2 yrs 7 mos
Piper, Jaffray & Hopwood Incorporated Broker
February 1989 - February 1990 · 1 yr
John G. Kinnard and Company, IncorporatedBroker
November 1988 - March 1989 · 4 mos
Blinder, Robinson & Co., INC.Broker
October 1988 - November 1988 · 1 mo
State Registrations3 states
ILMNOH
Advisor
Exams
No exam information available for this advisor.