Sikich Financial

Sikich Financial (CRD# 142640) is a financial advisory firm headquartered in Springfield, IL. They manage $157,309,617 in 606 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $259,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MN, MO, OH, TX, WI

Financial Advisors at Sikich Financial
Showing 1 - 10 of 12 top financial advisors.
1
James M. Godbout
CRD#: 4091268
123 N. Wacker Drive, Suite 1500, Chicago, IL 60606
96
Wealthminder
score

James Godbout (CRD# 4091268) is an Investment Advisor Representative working at Sikich Financial in Chicago, IL and has over 16 years of experience in the finance industry. James Godbout 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.

2
Valerie A. Johnson
CRD#: 721787
13400 Bishops Lane, Suite 300, Brookfield, WI 53005
96
Wealthminder
score

Valerie Johnson (CRD# 721787) is an Investment Advisor Representative working at Sikich Financial in Brookfield, WI and has over 35 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.

3
Julie E. Krehbiel
CRD#: 2112142
3201 West White Oaks Drive, Suite 102, Springfield, IL 62704
96
Wealthminder
score

Julie Krehbiel (CRD# 2112142) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 25 years of experience in the finance industry. Julie Krehbiel 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.

4
Robert A. Paoni
CRD#: 4837966
3201 West White Oaks Drive, Suite 102, Springfield, IL 62704
96
Wealthminder
score

Robert Paoni (CRD# 4837966) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 12 years of experience in the finance industry. Robert Paoni 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.

5
Thao L. Ring
CRD#: 4841325
3201 West White Oaks Drive, Suite 102, Springfield, IL 62704
96
Wealthminder
score

Thao Ring (CRD# 4841325) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 12 years of experience in the finance industry. Thao Ring 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.

6
Joseph D. Connell
CRD#: 1890204
11670 Fountains Drive, Suite 200, Maple Grove, MN 55369
93
Wealthminder
score

Joseph Connell (CRD# 1890204) is an Investment Advisor Representative working at Sikich Financial in Maple Grove, MN and has over 28 years of experience in the finance industry.

7
Michael C. Sheehan
CRD#: 1904002
132 South Water Street, Suite 300, Decatur, IL 62523
93
Wealthminder
score

Michael Sheehan (CRD# 1904002) is an Investment Advisor Representative working at Sikich Financial in Decatur, IL and has over 27 years of experience in the finance industry.

8
Keith P. Walle
CRD#: 5936361
3201 West White Oaks Drive, Suite 102, Springfield, IL 62704
92
Wealthminder
score

Keith Walle (CRD# 5936361) is an Investment Advisor Representative working at Sikich Financial in Springfield, IL and has over 3 years of experience in the finance industry. Keith Walle 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.

9
Laura B. Culp
CRD#: 5940711
1735 Merriman Road, Akron, OH 44313
90
Wealthminder
score

Laura Culp (CRD# 5940711) is an Investment Advisor Representative working at Sikich Financial in Akron, OH and has over 4 years of experience in the finance industry.

10
Douglas H. Mathey
CRD#: 5940706
1735 Merriman Road, Akron, OH 44313
90
Wealthminder
score

Douglas Mathey (CRD# 5940706) is an Investment Advisor Representative working at Sikich Financial in Akron, OH and has over 5 years of experience in the finance industry.

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