THE SIEKMANN COMPANY

Overview

The Siekmann Company is an independent registered investment adviser that combines traditional financial planning and portfolio management with insurance and other financial product distribution. The firm serves both individual and family clients as well as some institutional relationships, and it bills through a mix of percentage-of-AUM, hourly charges and fixed fees. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support and client education through seminars and workshops. The firm does not position itself as an ESG investor, does not act as a capital allocator to third‑party alternative managers, and operates primarily on a non‑multi‑state basis. Investment activity centers on pooled public funds rather than in‑house alternative programs. The Siekmann Company also operates as an insurance broker and offers annuity products and other financial instruments alongside its advisory services, which suggests a hybrid model that blends fee-based planning with insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices