Mark J Gilbert
Investment adviser representative at Sikich Financial
19 yearsExperience
1 stateRegistered in
PFSDesignation
$1.2BFirm assets
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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
19 years in the industry.
- Sikich FinancialJul 2025 to now
- Sikich Capital Management LLCJul 2025 to now
- Reason Financial Advisors, Inc.Feb 2007 to Aug 2025
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 3106563
- Firm CRD
- 142640