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Advisor at SIKICH FINANCIAL
Naperville, IL | SPRINGFIELD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SIKICH FINANCIAL | Independent wealth | Apr 15, 2026 | n/a | yes | Naperville, IL|SPRINGFIELD, IL | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Feb 2, 2023 | Dec 19, 2025 | no | ROCKFORD, IL|ROCKFORD, IL|Lincolnshire, IL | Previous registration |
| ONE ADVISORY PARTNERS, LLC | Independent wealth | Sep 21, 2022 | Jan 19, 2023 | no | OVERLAND PARK, KS | Previous registration |
| CARLSON FINANCIAL | Independent wealth | Mar 28, 2022 | Jun 1, 2022 | no | TOPEKA, KS|OVERLAND PARK, KS | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Sep 26, 2018 | Dec 10, 2021 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 9, 2016 | Sep 18, 2018 | no | OVERLAND PARK, KS | Previous registration |
| TLG ADVISORS, INC. | Bd affiliated wealth | Dec 12, 2014 | May 18, 2016 | no | THE WOODLANDS, TX|SUMMIT, NJ | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 16, 2012 | Jun 26, 2014 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Aug 3, 2011 | Oct 11, 2012 | no | CHICAGO, IL | Previous registration |
| AVANTAX PLANNING PARTNERS, INC. | Bd affiliated wealth | May 7, 2009 | Mar 8, 2011 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | SIKICH FINANCIAL | Dec 19, 2025 | Apr 15, 2026 | 117 | Firm change | RIA to RIA |
| ONE ADVISORY PARTNERS, LLC | SAVANT WEALTH MANAGEMENT | Jan 19, 2023 | Feb 2, 2023 | 14 | Firm change | RIA to RIA |
| CARLSON FINANCIAL | ONE ADVISORY PARTNERS, LLC | Jun 1, 2022 | Sep 21, 2022 | 112 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL ENGINES | CARLSON FINANCIAL | Dec 10, 2021 | Mar 28, 2022 | 108 | Firm change | RIA to RIA |
| WADDELL & REED | EDELMAN FINANCIAL ENGINES | Sep 18, 2018 | Sep 26, 2018 | 8 | Firm change | Ibd to RIA |
| TLG ADVISORS, INC. | WADDELL & REED | May 18, 2016 | Aug 9, 2016 | 83 | Firm change | Other |
| PNC WEALTH MANAGEMENT | TLG ADVISORS, INC. | Jun 26, 2014 | Dec 12, 2014 | 169 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | PNC WEALTH MANAGEMENT | Oct 11, 2012 | Nov 16, 2012 | 36 | Firm change | Other |
| AVANTAX PLANNING PARTNERS, INC. | VALIC FINANCIAL ADVISORS, INC. | Mar 8, 2011 | Aug 3, 2011 | 148 | Firm change | Other |