Daniel Joshua Hamburger

CFP

Sikich Financial

8 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningTax Planning

Advisor Information

Office location

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

Get directions

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.