Joseph Connell, financial advisor Springfield IL

Joseph Connell

CRD Number: 1890204
Current Firm: Sikich Financial

Joseph Connell (CRD# 1890204) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Sikich LLP Naperville, IL Jun 2015 - Current 8
Triad Advisors, Inc. Norcross, GA May 2015 - Current 8
Sikich LLP Naperville, IL Sep 2014 - Current 9
Sikich Financial Springfield, IL Sep 2014 - Current 9
Retirement Plan Partners, Inc. Maple Grove, MN Feb 2013 - Current 11
Financial Telesis San Rafael, CA Feb 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Joseph D. Connell
Phone Number: 217-862-1843
Registered State(s):
  • IL
  • MN
  • OH
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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