Michael Roy Sedlak

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

• 03/2010 → Present
  Golden Trail Advisers
  Orland Park, IL
• 12/2023 → Present
  Sikich Capital Management Llc
  Burr Ridge, IL
• 01/2024 → 05/2024
  Sikich Llp
  Naperville, IL
• 05/2024 → Present
  Sikich Llc
  Naperville, IL

Previous Registrations

• 2010-03-29 → 2023-12-31
  Golden Trail Advisers
  Burr Ridge, IL
• 2001-07-05 → 2010-03-29
  Mps-Loria Financial Planners,Llc
  Burr Ridge, IL

Other Businesses

MANAGER FOR GOLDEN TRAIL ADVISERS, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-28

Designations

• Certified Financial Planner
• Chartered Financial Analyst