Jean Golla is a registered investment advisor at Sikich Financial, based in Springfield, IL, with 22 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,236 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sikich Financial offers investment management services through various platforms, including Osaic Wealth Management Platform, Envestnet Asset Management, SEI Sponsored Wrap Fee Program, and Charles Schwab & Co., Inc. Fees vary depending on the platform and the amount of your portfolio.
- Osaic Management Platform – Advisor Managed Portfolios (WMP-AMP Program): Fees range from 1.50% to 2.50% annually.
- Osaic Wealth Management Platform – Unified Managed Account Program (WMP-UMA Program): Fees range from 1.50% to 2.75% annually.
- SEI Sponsored Wrap Fee Program: Fees are 1.25% annually.
- Charles Schwab & Co., Inc.: Fees range from 0.35% to 1.25% annually.
Fees are negotiable and may vary based on the services provided. Some accounts may be subject to a minimum quarterly fee.
Location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sikich Financial
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLC
LPL Financial LLCBroker
Johnson Wealth INC.
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.Broker
Wells Fargo Investments, LLCBroker
Banc One Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.