Wesley
Whamond
Sikich Financial
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About this Advisor
Wesley Whamond is a financial advisor based in Springfield, Illinois, working with Sikich Financial. Wesley has previously held positions at TD Ameritrade, Inc, TD Ameritrade Investment Management, LLC, Bank of America, N.A, Sikich Capital Management LLC, Triad Advisors, Scottrade, Inc, and Merrill Lynch, Pierce, Fenner & Smith Inc. Wesley has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Wesley 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
Wesley Whamond Work History
Sikich Capital Management LLC
Triad Advisors
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Scottrade, Inc
Disclosures
Please visit the SEC profile of Wesley Whamond 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
Naperville, IL
Indianapolis, IN
Springfield, IL
Springfield, IL
Willowbrook, IL
Springfield, IL
Richfield, OH
Springfield, IL
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