BS
BS

Barry Craig Stark

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Barry is the chief compliance officer for an unaffiliated broker dealer and RIA, spending full-time hours on this role. He also holds placeholder officer positions at Sikich Insurance Group LLC, an insurance agency, while it is being wound down.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Sikich Financial
December 2016 - Present · 9 yrs 2 mos
Sikich Corporate Finance LLCBroker
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
January 2017 - August 2024 · 7 yrs 7 mos
Bernardi Asset Management, LLC
June 2016 - November 2016 · 5 mos
Bernardi Securities, INC.Broker
June 2016 - November 2016 · 5 mos
Mesirow Financial Investment Management, INC.
March 2008 - March 2016 · 8 yrs
Mesirow Financial, INC.Broker
March 2008 - March 2016 · 8 yrs
World Equity Group, INC.Broker
December 2006 - March 2008 · 1 yr 3 mos
World Equity Group, INC.
December 2006 - March 2008 · 1 yr 3 mos
Vision Investment Services, INC.Broker
October 2005 - October 2006 · 1 yr
Northern Trust Securities, INC
June 2005 - October 2006 · 1 yr 4 mos
Northern Trust Securities, INC.Broker
July 2000 - October 2006 · 6 yrs 3 mos
Hochman & Baker Securities, INC.Broker
February 1998 - June 2000 · 2 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1996 - February 1998 · 2 yrs
State Registrations4 states
CTILMAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.