Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
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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 →Other Business ActivitiesSells Insurance
Douglas is a partner at Sikich LLC, an accounting and insurance firm, dedicating about a quarter of his time to it. He also owns rental property, spending minimal time on it.