Valerie
Turner
Sikich Financial
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About this Advisor
Valerie Turner is a financial advisor operating in Springfield, Illinois with 1 year of relevant experience. Turner is on the advisory team at Sikich Financial. During their career, Turner has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Sikich Capital Management LLC and Triad Advisors. Turner has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Illinois. Sikich Financial is a financial advisory firm based in Springfield, IL. It 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, making it one of the larger firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 1,568 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has 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 typically vary depending on the financial services. Fees charged by Sikich Financial may include some 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 Turner Work History
Valerie has been registered as a financial advisor for 1 years.*
Sikich Capital Management LLC
Triad Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Turner 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
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