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.
Michael Roy Sedlak
- Business email
- mike.sedlak@sikich.comreportedsikich.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.
- Sikich Financial independent RIA currentsince Dec 13, 2023 · Burr Ridge, Il
- Golden Trail Advisers unclassifiedMar 29, 2010 to Dec 31, 2023 · Burr Ridge, Il
- Mps-Loria Financial Planners,LLC independent RIAJul 5, 2001 to Mar 29, 2010 · Burr Ridge, Il
- Golden Trail Advisers to Sikich Financialleft Dec 31, 2023, registered Dec 13, 2023 (-18 days) · Other · moved with a team
- Mps-Loria Financial Planners,LLC to Golden Trail Advisersleft Mar 29, 2010, registered Mar 29, 2010 (0 days) · Other
- Michael Roy Sedlak left Golden Trail Advisers for Sikich Financial (registered 2023-12-13)Dec 31, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address