Best Investors Account Sign in
Inactive

Jean Anne Golla

Sikich Financial

Springfield, IL

Brookfield, WI

Claim This Profile
Current Employers
Sikich Financial

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-02-27
  • WI RA
    APPROVED
    Since 2025-02-27

Branch Locations

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

17335 Golf Parkway, Suite 500, Brookfield, WI 53045 • 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
Bmo Harris Financial Advisors, Inc. Chicago IL 08/2012 06/2018
Johnson Bank Mequon WI 02/2019 05/2020
Johnson Wealth Inc. Mequon WI 02/2019 04/2020
Unemployed New Berlin WI 06/2018 02/2019
Lpl Financial Llc Mequon WI 04/2020 05/2020
Morgan Stanley Wilmington NC 03/2021 09/2021
Unemployed Milwaukee WI 05/2020 03/2021
Wells Fargo Clearing Services, Llc Wilmington NC 09/2021 03/2024
Wells Fargo Bank, Na Wilmington NC 09/2021 03/2024
Unemployed Brookfield WI 04/2024 01/2025
Sikich Capital Management Llc Brookfield WI 02/2025 Present
  • 08/2012 → 06/2018
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 02/2019 → 05/2020
    Johnson Bank
    Mequon, WI
  • 02/2019 → 04/2020
    Johnson Wealth Inc.
    Mequon, WI
  • 06/2018 → 02/2019
    Unemployed
    New Berlin, WI
  • 04/2020 → 05/2020
    Lpl Financial Llc
    Mequon, WI
  • 03/2021 → 09/2021
    Morgan Stanley
    Wilmington, NC
  • 05/2020 → 03/2021
    Unemployed
    Milwaukee, WI
  • 09/2021 → 03/2024
    Wells Fargo Clearing Services, Llc
    Wilmington, NC
  • 09/2021 → 03/2024
    Wells Fargo Bank, Na
    Wilmington, NC
  • 04/2024 → 01/2025
    Unemployed
    Brookfield, WI
  • 02/2025 → Present
    Sikich Capital Management Llc
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-23
S63 Uniform Securities Agent State Law Examination 1988-09-27
  • S66 Uniform Combined State Law Examination
    2007-02-23
  • S63 Uniform Securities Agent State Law Examination
    1988-09-27
Other Names
  • Jean Anne Golla
  • Jean A Golla

View on SEC IAPD

Other Firms

ADVANCED TRADER INVESTMENT ADVISORS, LLC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WEALTH MANAGEMENT SERVICES,LLC
IAMS WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

DAVID MICHAEL GUNDY
Kevan Alan Stapleton
BRADLEY J. PUNKE
Albert Oscar Eck
BRENT WILLIAM LEACH
HEATHER JOYCE KERN
JAMES PERRY Hogge
RANDY LEE TAYLOR

Other Offices

ADVANCED TRADER INVESTMENT ADVISORS, LLC. · SPRINGFIELD, IL
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, IL
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, IL
LPL FINANCIAL LLC · SPRINGFIELD, IL
OSAIC INSTITUTIONS, INC. · Springfield, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL

More in Springfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor