Joseph Connell is a registered investment advisor at Sikich Financial, based in Springfield, IL, with 35 years of industry experience. Joseph 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
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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
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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
Triad Advisors LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
LPL Financial LLCBroker
NFP Securities, INC.Broker
Signator Investors, INC.Broker
MML Investors Services, INC.Broker
Birchtree Financial Services, INC.Broker
Adp Broker-Dealer, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Charles Schwab & CO., INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Royal Alliance Associates, INC.Broker
Primevest Financial Services, INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
State Registrations3 states
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.