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3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-03-05 |
| MO | RA | APPROVED | 2016-08-10 |
| IL | RA | APPROVED | 2013-10-08 |
Branch Locations
3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sikich Financial | Springfield | IL | 09/2013 | Present |
| Triad Advisors, Inc. | Norcross | GA | 06/2011 | 08/2024 |
| Sikich Llp | Springfield | IL | 05/2023 | 05/2024 |
| Sikich Llc | Springfield | IL | 05/2024 | Present |
| Osaic Wealth, Inc. | Springfield | IL | 08/2024 | Present |
1) SIKICH FINANCIAL POSITION: Financial Advisor/Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2013 ADDRESS: 3051 Hollis Dr.,, Springfield IL 62704, United States DESCRIPTION: financial planning on a fee basis and fee based investment management thru the RIA 2) SIKICH LLC POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 3051 Hollis Dr, 3rd Floor, Springfield IL 62704, United States DESCRIPTION: Principal of Sikich LLC. Sikich LLC is the parent company of Sikich Financial. Sikich LLC moved from an LLP structure in May 2024. As a Principal, I have a say in operations of the RIA that is owned by Sikich LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-07 |
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