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3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-15 |
Branch Locations
1415 W. Diehl Rd. Ste. 400, Naperville, IL 60563 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed | Overland Park | KS | 07/2016 | 09/2018 |
| Edelman Financial Engines Advisors L.L.C. | Overland Park | KS | 09/2018 | 12/2021 |
| Carlson Financial | Kansas City | KS | 03/2022 | 06/2022 |
| One Advisory Partners, Llc | Overland Park | KS | 09/2022 | 01/2023 |
| Savant Wealth Management | Rockford | IL | 01/2023 | 12/2025 |
| Unemployed | Mundelein | IL | 01/2026 | 03/2026 |
| Sikich Capital Management Llc | Naperville | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
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