KW
CFP
KW
CFP

Keith Patrick Walle

12 Years of Experience
Broker
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 Activities

Keith works as a financial advisor/IAR for Sikich Financial, dedicating nearly full-time hours to financial planning and investment management. He also serves as Board Chair for the Springfield Urban League, a non-profit organization, and as a Principal of Sikich LLC, the parent company of Sikich Financial, spending minimal time on each.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Sikich Financial
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
April 2017 - August 2024 · 7 yrs 4 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.