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Connor Mcandrew

Sikich Financial

Springfield, IL

CRD 7452482

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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:

Current Employers
Sikich Financial

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-19
  • IL RA
    APPROVED
    Since 2023-01-19

Branch Locations

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • 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
Sikich Financial Springfield IL 04/2022 Present
Springfield High School Springfield IL 08/2013 05/2017
Illini Country Club Tennis Shop Springfield IL 06/2017 08/2017
Illinois College Jacksonville IL 08/2017 05/2021
Unemployed Springfield IL 06/2021 08/2021
Sikich Financial Springfield IL 09/2021 04/2022
  • 04/2022 → Present
    Sikich Financial
    Springfield, IL
  • 08/2013 → 05/2017
    Springfield High School
    Springfield, IL
  • 06/2017 → 08/2017
    Illini Country Club Tennis Shop
    Springfield, IL
  • 08/2017 → 05/2021
    Illinois College
    Jacksonville, IL
  • 06/2021 → 08/2021
    Unemployed
    Springfield, IL
  • 09/2021 → 04/2022
    Sikich Financial
    Springfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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ADVANCED TRADER INVESTMENT ADVISORS, LLC. · SPRINGFIELD, IL
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