Valerie Johnson, financial advisor Springfield IL

Valerie Johnson

CRD Number: 721787
Current Firm: Sikich Financial

Valerie Johnson (CRD# 721787) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 43 years of experience in the finance industry. Valerie Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Mar 2016 - Current 8
Sikich Financial Springfield, IL Aug 2013 - Current 10
Triad Advisors, Inc. Norcross, GA Mar 2014 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1980
Contact Info for Valerie A. Johnson
Phone Number: 217-862-1843
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    749
    MILLIONS
  • Total Number of Accounts
    2,141
    ACCOUNTS
  • Average Account Value
    $349,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, OH, PA, SD, TX, WA, WI

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