Connor
Mcandrew

Sikich Financial

CRD#7452482
Investment Advisor
in Springfield, IL

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About this Advisor

Connor Mcandrew is a financial advisor working out of Springfield, Illinois. Mcandrew is on the advisory team at Sikich Financial. Over the course of their career, Mcandrew has held roles at Sikich Financial, Springfield High School, Illini Country Club Tennis Shop, Illinois College and Iles Middle School. Mcandrew holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Illinois. Sikich Financial is a registered investment business based out of Springfield, IL. It has offices in eight locations and a total of 21 people on staff. It oversees $486 million in total assets across its 1,568 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 1,568 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Sikich Financial performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of services offered. However, fee types charged by Sikich Financial may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3051 Hollis Drive 3Rd Floor
Springfield, IL 62704

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Sikich Financial Brokerage Details

Total Assets Under Management

$486,375,612

IL Average: $6,674,516,078
Total Number of Employees

21

IL Average: 44
Total Number of Accounts

1,568

IL Average: 2,564
Average Account Size

$310,189

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Connor Mcandrew Work History

Connor has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Sikich Financial

2021 - 2022 (1 year)

Sikich Financial

2017 - 2017 (< 1 year)

Illini Country Club Tennis Shop

2017 - 2021 (4 years)

Illinois College

2013 - 2017 (4 years)

Springfield High School

2010 - 2013 (3 years)

Iles Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connor Mcandrew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sikich Financial

Joseph Connell
Springfield, IL
Jacob Merton
Akron, OH
Connor Law
Springfield, IL
Thao Ring
Springfield, IL
Keith Walle
Springfield, IL
Connor Mcandrew
Springfield, IL
Julie Krehbiel
Springfield, IL
Robert Paoni
Springfield, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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