Mark J Gilbert

Employer firm

Sikich Financial CRD 142640

$1.18B regulatory AUM 89 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 12/2019
  Reason Financial Advisors, Inc.
  Northbrook, IL
• 09/2018 → 08/2025
  Reason Financial Advisors, Llc
  Naperville, IL
• 07/2025 → Present
  Sikich Capital Management Llc
  Naperville, IL

Previous Registrations

• 2019-02-05 → 2025-08-05
  Reason Financial Advisors, Llc
  Naperville, IL
  Northfield, IL
• 2007-02-05 → 2019-12-10
  Reason Financial Advisors, Inc.
  Northbrook, IL
  Naperville, IL
• 2005-12-15 → 2007-02-13
  Bmo Harris Financial Advisors, Inc.
  Chicago, IL
• 2004-01-08 → 2007-02-08
  Sbsb Financial Advisors
  Chicago, IL
• 2001-12-04 → 2004-01-14
  Harrisdirect Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-14
• S65 Uniform Investment Adviser Law Examination
  1998-07-28

Designations

• Personal Financial Specialist