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Current Employers
Sikich Financial

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-28
  • IL RA
    APPROVED
    Since 2025-07-28

Branch Locations

1415 W. Diehl Road, Ste. 400, Naperville, IL 60563 • United States

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reason Financial Advisors, Inc. Northbrook IL 02/2007 12/2019
Reason Financial Advisors, Llc Naperville IL 09/2018 08/2025
Sikich Capital Management Llc Naperville IL 07/2025 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-14
S65 Uniform Investment Adviser Law Examination 1998-07-28
  • S63 Uniform Securities Agent State Law Examination
    2002-01-14
  • S65 Uniform Investment Adviser Law Examination
    1998-07-28
Designations

View on SEC IAPD

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