DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Valerie Celeste Turner

Sikich Financialindependent RIASpringfield, Ildual registrantIAPD 2660554

Feed of 09/14/2026

Also filed as Valerie Yara

At current firm

4 y

since Jan 19, 2022

In the industry

29 y

since Jun 20, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedsikich.comfirm site, Sep 15, 2026
Business email: valerie.turner@sikich.comreportedsikich.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/valerie-turner-a5b345230reportedsikich.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Sikich Financial independent RIA current
since Jan 19, 2022 · Springfield, Il
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Jan 19, 2022 · Springfield, Il
A. G. Edwards & Sons, Inc. unclassified
Jul 20, 2005 to Jan 1, 2008 · Springfield, Il

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Sikich Financial
left Jan 19, 2022, registered Jan 19, 2022 (0 days) · Wirehouse to independent RIA
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Valerie Celeste Turner left Wells Fargo Advisors for Sikich Financial (registered 2022-01-19)
Jan 19, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address