Jean Anne Golla
Investment adviser representative at Sikich Financial
14 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Sikich FinancialFeb 2025 to now
- Sikich Capital Management LLCFeb 2025 to now
- UnemployedApr 2024 to Jan 2025
- Wells Fargo Bank, NASep 2021 to Mar 2024
- Wells Fargo Clearing Services, LLCSep 2021 to Mar 2024
- Morgan StanleyMar 2021 to Sep 2021
- UnemployedMay 2020 to Mar 2021
- LPL Financial LLCApr 2020 to May 2020
- Johnson BankFeb 2019 to May 2020
- Johnson Wealth Inc.Feb 2019 to Apr 2020
- UnemployedJun 2018 to Feb 2019
- BMO Harris Financial Advisors, Inc.Aug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Sikich Financial
Legal name: Sikich Capital Management LLC
$1.2BAssets managed
1,164Clients
21Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860879
- Firm CRD
- 142640