Sikich Financial

Overview

Sikich Financial is an SEC registered investment adviser based in Springfield, IL, registered since 2017. It reports $1.2B in assets under management across 2,482 accounts, with 22 employees. It has 21 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

2,482

Average account

$476K

Employees

22

Advisory reps

21

Registered since

2017

Jurisdictions

18

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Robert Andrew Paoni Interim Chief Executive Officer CRD 4837966
• Barry Craig Stark Chief Compliance Officer CRD 2704020

Advisory reps 3 of 21

• Joseph Dean Connell Investment Adviser Rep CRD 1890204
• Laura Bailey Culp Investment Adviser Rep CRD 5940711
• Mark J Gilbert Investment Adviser Rep CRD 3106563

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3051 Hollis Dr Fl 3
Springfield, IL 62704

County

Sangamon

Metro area

Springfield, IL

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: sikich.com/wealth-management

Every state, with registration dates

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