Gretchen P Radach

Sikich Financial

2 Years of Experience

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Firm Information

Sikich Financial

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningTax Planning

Advisor Information

Office location

1415 W. Diehl Road, Ste. 400, Naperville, IL, 60563

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2004

Settled

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Other Business Activities

Gretchen is the President of Gretchen Radach LLC, which is used for passive investments. She receives no compensation and spends no time on this activity during business hours.