Sikich Financial
Firm details
- Headquarters
- Springfield, Illinois
- CRD number
- 142640
- Registered since
- March 24, 2017
- Website
- www.sikich.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.95%
- Individuals34.43%
- Charitable Organizations5.01%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sikich Financial is an independent registered investment adviser organized as an LLC that operates as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2017) and offers a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — alongside financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and educational workshops. Sikich Financial maintains industry ties to broker-dealers, accounting firms, and insurance companies. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Investment Grade Corp Bonds11%
- State & Local Bonds9%
- Public Funds/Mutual Funds7%
- US Government Bonds4%
Owners & executives
1 of 1
Barry Stark
Chief Compliance OfficerCRD 2704020
Contacts
3 of 20
Kelly Wiley
Client Relations SpecialistCRD 5725388
Wade Kaesebier
PrincipalCRD 5741030
Daniel Hamburger
Associate Investment AdvisorCRD 5810058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, IL
Sangamon
Location
Springfield, IL
Headquartered in Springfield, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.
- Metro area
- Springfield-Jacksonville-Lincoln, IL
- Region
- Midwest
- County
- Sangamon
- Address
- 3051 Hollis Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Evergreen Wealth
RIASpringfield, IL
KEB Wealth Advisors
RIASpringfield, IL
BOS Asset Management, LLC
RIASpringfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
RIASpringfield, IL
Langdon Financial Management, Inc.
RIASpringfield, IL
Lighthouse Financial & Consulting Services, LLC
RIASpringfield, IL