Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
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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
Advisor Information
Office location
1717 N. Naper Blvd. Suite 200, Naperville, IL, 60563
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Mark J GilbertRegulatory History
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
Previous Registrations
Reason Financial Advisors, LLC
Reason Financial Advisors, INC.
Harris Investor Services, INC.
Sullivan Bruyette Speros & Blayney INC
Harris Investor Services LLC
State Registrations1 state
Exams
Additional Information
I graduated with high honors and a BS in Accountancy from the University of Illinois in 1981. I passed the Certified Public Accountant examination in 1982. In 1983, I received my MBA in Finance from the University of Michigan Ross School of Business.In 1999 I was awarded the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist (PFS) designation to signify my education and experience in the field of personal financial planning. Since 1997, I have earned an average in excess of 40 hours annually of continuing professional education in the discipline.