Thao
Ring

Sikich Financial

CRD#4841325
Investment Advisor
in Springfield, IL

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About this Advisor

Thao Ring is a financial advisor based in Springfield, Illinois, working with Sikich Financial. Thao has previously held positions at Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Triad Advisors, Inc, Sikich Financial, Homemaker, and Triad Advisors. Thao has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Thao 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 66, CERTIFIED FINANCIAL PLANNER™

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

Thao Ring Work History

2022 - Present (2 years)

Sikich Financial

2011 - Present (13 years)

Triad Advisors

2021 - 2022 (1 year)

Sikich Financial

2019 - 2021 (2 years)

Homemaker

2016 - 2019 (3 years)

Triad Advisors, Inc

2016 - 2019 (3 years)

Sikich Financial

2013 - 2015 (2 years)

Charles Schwab & Co., Inc

2013 - 2015 (2 years)

Schwab Private Client Investment Advisory, Inc

Disclosures

Please visit the SEC profile of Thao Ring 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
Valerie Johnson
Springfield, IL
Joseph Connell
Springfield, IL
Daniel Hamburger
Willowbrook, IL
Connor Mcandrew
Springfield, IL
Jacob Merton
Richfield, OH
Connor Law
Springfield, IL

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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