CM
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
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Sikich Financial
January 2023 - Present · 3 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.