Wade Allen Kaesebier
Investment adviser representative at Sikich Financial
19 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
19 years in the industry.
- Sikich FinancialSep 2017 to now
- Sikich, LLPSep 2017 to now
- J.M. Abbott & Associates, Ltd.Nov 2011 to Sep 2017
- Pacesetter Financial Group, LLCSep 2007 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
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
- 5741030
- Firm CRD
- 142640