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Karen Sue Sanchez

SIKICH CAPITAL MANAGEMENT LLC·SPRINGFIELD, Illinois
SIE, Series 6, Series 7, Series 63Clean recordSIKICH CAPITAL MANAGEMENT LLC
3201 WEST WHITE OAKS DRIVE, SPRINGFIELD, IL 62704CRD# 4519475Firm CRD# 142640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Sue Sanchez · SPRINGFIELD, IL
Registration
CRD #4519475 · SIKICH CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SIKICH CAPITAL MANAGEMENT LLC
CRD 142640 · SEC 801-110142
AUM
$749M
Regulatory assets under management
Employees
21
2,141 client accounts
Services offered by SIKICH CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SIKICH CAPITAL MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Karen Sue Sanchez offer?
Karen Sue Sanchez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.
What are Karen Sue Sanchez's credentials?
Karen Sue Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Sue Sanchez located?
Karen Sue Sanchez is based in SPRINGFIELD, Illinois, working with SIKICH CAPITAL MANAGEMENT LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Karen Sue Sanchez charge for services?
Karen Sue Sanchez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIKICH CAPITAL MANAGEMENT LLC?
SIKICH CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIKICH CAPITAL MANAGEMENT LLC

Barry Craig Stark
SPRINGFIELD, IL
Robert Andrew Paoni
SPRINGFIELD, IL
CFP

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