MS
CFA · CFP

Michael Roy Sedlak

24 Years of Experience

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

11s250 S. Jackson street, Suite 104, Burr Ridge, IL, 60527

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Regulatory 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.

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Other Business Activities

Michael is a manager for Golden Trail Advisers, LLC.

Employment History
Current Registrations
Sikich Financial
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Golden Trail Advisers
March 2010 - December 2023 · 13 yrs 9 mos
Mps-Loria Financial Planners,llc
July 2001 - March 2010 · 8 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Michael Roy Sedlak - Financial Advisor | AdvisorDiscover