Laura
Culp

Sikich Financial

CRD#5940711
Investment Advisor
in Springfield, IL

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About this Advisor

Laura Culp is a financial advisor based in Springfield, Illinois, working with Sikich Financial. Laura has previously held positions at Brockman, Coats, Gedelian & Company, Bcg Wealth Advisors, LLC, Bcg Systems Inc, Bcg Resources, Inc, Bcg Systems That Work, Inc, Sikich Capital Management LLC, Sikich Llp, and Sikich LLC. Laura has passed the Series 65 regulatory exam and is registered to provide services in Florida and Ohio. Currently, Laura is part of Sikich Financial, which operates out of Springfield, Illinois. The firm has 9 offices and 21 employees. The firm manages assets totaling $749.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sikich Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

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

$749,061,756

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

21

IL Average: 44
Total Number of Accounts

2,141

IL Average: 2,564
Average Account Size

$349,865

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

Laura Culp Work History

2024 - Present (0 year)

Sikich Llp

2024 - Present (0 year)

Sikich LLC

2023 - Present (1 year)

Sikich Capital Management LLC

2016 - 2023 (7 years)

Sikich Capital Management LLC

2016 - 2023 (7 years)

Sikich Llp

2011 - 2016 (5 years)

Bcg Wealth Advisors, LLC

1997 - 2016 (19 years)

Bcg Systems Inc

1997 - 2016 (19 years)

Bcg Resources, Inc

1990 - 2016 (26 years)

Bcg Systems That Work, Inc

1986 - 2016 (30 years)

Brockman, Coats, Gedelian & Company

Disclosures

Please visit the SEC profile of Laura Culp 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

Gretchen Radach
Naperville, IL
Marie Marks
Indianapolis, IN
Connor Mcandrew
Springfield, IL
Valerie Johnson
Springfield, IL
Daniel Hamburger
Willowbrook, IL
Joseph Connell
Springfield, IL
Connor Law
Springfield, IL
Jacob Merton
Richfield, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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