Mark Sikich, financial advisor Roseville CA
81 score

Mark Sikich

CRD Number: 6106786
Current Firm: Financial Engines Advisors LLC

Mark Sikich (CRD# 6106786) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Roseville, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Roseville, CA Nov 2016 - Current 1
Tmfs Advisors, LLC Overland Park, KS Jul 2013 - Nov 2016 3
Investools From Td Ameritrade Holding Corp. Draper, UT Aug 2010 - Jul 2013 2
Investools Draper, UT Jan 2008 - Aug 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mark L. Sikich
Phone Number: 408-498-6000
Registered State(s):
  • AL
  • WA
  • CA
  • CT
  • OH
  • TX
  • MO
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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