Kelly Wiley
Investment adviser representative at Sikich Financial
15 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business
Are you Kelly Wiley? Claim your profile
Contact this firm
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
15 years in the industry.
- Sikich FinancialAug 2026 to now
- Sikich Capital Management LLCAug 2026 to now
- Kestra Private Wealth Services, LLCJul 2026 to Jul 2026
- Hightower AdvisorsDec 2021 to Jul 2026
- Tc Wealth Partners, LLCSep 2020 to Dec 2021
- Brookstone Capital ManagementMay 2011 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 5725388
- Firm CRD
- 142640