Thao
Ring
Sikich Financial
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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
Services Offered
Fee Structure
Office Location
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Sikich Financial Brokerage Details
$749,061,756
21
2,141
$349,865
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
Sikich Financial
Triad Advisors
Sikich Financial
Homemaker
Triad Advisors, Inc
Sikich Financial
Charles Schwab & Co., Inc
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
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