Valerie
Johnson
Sikich Financial
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About this Advisor
Valerie Johnson is a certified financial planner who works out of Springfield, Illinois with 10 years of industry experience. Johnson currently works for Sikich Financial. Throughout their career, they have worked at Kolb & Co. Financial Advisers, LLC, Sikich Financial, Triad Advisors Inc and Triad Advisors, Inc. Johnson holds a Series 63 license, which qualifies them as a securities representative, and is approved to work in Illinois and Wisconsin. Sikich Financial is a registered investment firm that has its headquarters in Springfield, IL. The firm has offices in eight locations and a total of 21 people on staff. It has $486 million in total assets across its 1,568 client accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 1,568 accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a diverse set of services, such as 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. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Sikich Financial can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sikich Financial Brokerage Details
$486,375,612
21
1,568
$310,189
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
Valerie Johnson Work History
Valerie has been registered as a financial advisor for 10 years.*
Triad Advisors, Inc
Sikich Financial
Triad Advisors, Inc
Triad Advisors Inc
Kolb & Co. Financial Advisers, LLC
*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 Valerie Johnson 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
Springfield, IL
Akron, OH
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
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.
