Sikich Financial is a well-established investment advisory firm located in Springfield, IL. With its extensive network, the company caters to a diverse client base, serving over 680 individual clients with a substantial $486,376,000 in assets under management. Operating from nine offices, Sikich Financial has built a strong presence in the local financial landscape.
With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management are derived from these sources. This expertise positions the firm as a trusted partner for employers and individuals seeking effective investment s...
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Assets Under Mgmt
$486.38M
Investment Professionals
19
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.