This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SIKICH FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 20, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 20, 1997

First registration

Jul 20, 2005

Dual registered

yes, broker-dealer

Other names

VALERIE YARA|VALERIE C TURNER

IAPD individual key

2660554

• Occurred

  Jan 19, 2022
  Advisor changed firm

  Valerie Celeste Turner left Wells Fargo Advisors for Sikich Financial (registered 2022-01-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b1ab0324-9f4c-e42e-70a2-25f96069ff77

First observed

Jul 20, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.