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

Mark J Gilbert

Sikich Financialindependent RIANaperville, Il IA-onlyIAPD 3106563

Personal Financial Specialist

Feed of 09/14/2026

At current firm

1 y

since Jul 28, 2025

In the industry

28 y

since Jul 28, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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

Business email: mark.gilbert@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.

Registration history

IAPD current and previous registrations

Sikich Financial independent RIA current
since Jul 28, 2025 · Springfield, Il
Reason Financial Advisors, LLC unclassified
Feb 5, 2019 to Aug 5, 2025 · Naperville, Il
Reason Financial Advisors, Inc. unclassified
Feb 5, 2007 to Dec 10, 2019 · Northbrook, Il
Bmo Harris Financial Advisors, Inc former
Dec 15, 2005 to Feb 13, 2007 · Chicago, Il
Sbsb Financial Advisors former
Jan 8, 2004 to Feb 8, 2007 · Chicago, Il
E*Trade Capital Management, LLC former
Dec 4, 2001 to Jan 14, 2004 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Reason Financial Advisors, LLC to Sikich Financial
left Aug 5, 2025, registered Jul 28, 2025 (-8 days) · Other
Reason Financial Advisors, Inc. to Reason Financial Advisors, LLC
left Dec 10, 2019, registered Feb 5, 2019 (-308 days) · Other
Bmo Harris Financial Advisors, Inc to Reason Financial Advisors, Inc.
left Feb 13, 2007, registered Feb 5, 2007 (-8 days) · Other
Sbsb Financial Advisors to Bmo Harris Financial Advisors, Inc
left Feb 8, 2007, registered Dec 15, 2005 (-420 days) · Other
E*Trade Capital Management, LLC to Sbsb Financial Advisors
left Jan 14, 2004, registered Jan 8, 2004 (-6 days) · Other

Signals

Mark J Gilbert left Reason Financial Advisors, Llc for Sikich Financial (registered 2025-07-28)
Aug 5, 2025 · 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address