Kelly Wiley

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

• 05/2011 → 09/2020
  Brookstone Capital Management
  Wheaton, IL
• 09/2020 → 12/2021
  Tc Wealth Partners, Llc
  Downers Grove, IL
• 12/2021 → 07/2026
  Hightower Advisors
  Chicago, IL
• 07/2026 → 07/2026
  Kestra Private Wealth Services, Llc
  Schaumburg, IL
• 08/2026 → Present
  Sikich Capital Management Llc
  Naperville, IL

Previous Registrations

• 2026-07-06 → 2026-07-17
  Kestra Private Wealth Services, Llc
  Austin, TX
  Schaumburg, IL
• 2022-01-02 → 2026-07-09
  Hightower Advisors, Llc
  Chicago, IL
  Downers Grove, IL
• 2020-09-30 → 2022-02-24
  Tc Wealth Partners, Llc
  Downers Grove, IL
• 2018-07-09 → 2020-09-16
  Brookstone Capital Management Llc
  Wheaton, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-09

Other Names

• Kelly Kalene Thompson
• Kelly Kalene Sobeck
• Kelly Kalene Wiley