LC
PFS

Laura Bailey Culp

13 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

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

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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

Laura is a Director at Sikich LLP, dedicating nearly full-time hours to the role. She also serves as a trustee or board member for several foundations and organizations, including the Mary S. and David C. Corbin Foundation, Akron Community Foundation, Lafayette College Committee on Financial Policy, and GAR Foundation, spending minimal time on each and receiving some compensation for a few of them.

Employment History
Current Registrations
Sikich Financial
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Bcg Wealth Advisors, LLC
February 2012 - June 2016 · 4 yrs 4 mos
State Registrations2 states
FLOH
Advisor
Exams
No exam information available for this advisor.
Laura Bailey Culp - Financial Advisor | AdvisorDiscover