Marie
Marks
Sikich Financial
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About this Advisor
Marie Marks is a certified financial planner who works out of Indianapolis, Indiana who has 3 years of relevant experience. Marks currently works for Sikich Financial. Over the course of their career, they have held roles at Strategic Planning Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Klear Financial, Inc, Financial Telesis Inc, Nfp Securities, Inc, Kestra Financial Services, Inc, Guardian Life Insurance Company, Park Avenue Securities, Sikich Capital Management LLC and Triad Advisors. Marks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Sikich Financial is a company that has its headquarters in Springfield, IL. The firm has offices in eight locations and a total of 21 employees. It handles $486 million in assets between its 1,568 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 1,568 customer accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sikich Financial has a diverse range 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 are based on the type of services provided. However, fee types charged 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
Marie Marks Work History
Marie has been registered as a financial advisor for 3 years.*
Sikich Capital Management LLC
Triad Advisors
Guardian Life Insurance Company
Park Avenue Securities
Kestra Financial Services, Inc
Klear Financial, Inc
Financial Telesis Inc
Nfp Securities, Inc
Cambridge Investment Research,Inc
Cambridge Investment Research Advisors, Inc
Strategic Planning Group
*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 Marie Marks 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
Springfield, IL
Akron, OH
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.
