Keith Patrick Walle
Advisor at Sikich Financial — Springfield, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
13 years
Location
Springfield, IL 62704
Sikich Financial
Team
Keith Walle is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor and principal at Sikich Financial in Springfield, IL. He has held roles with Sikich Financial since 2013 and also serves as a principal of Sikich LLC, the firm's parent company. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm integrates financial planning and portfolio management, employing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.
Based on Sikich Financial
Based on Sikich Financial
Financial planning services fixed fee arrangement, minimum generally $1,500 and up to $20,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.40%
Certain IARs offer commission-based services through Osaic Wealth, Inc. (broker-dealer)
Financial planning services hourly fee range from $125 to $500 per hour
Account minimum: $250,000 Minimum fee: Minimum quarterly fee may apply; specific amount not stated Fee-only: Financial planning services charged hourly ($125-$500/hour) or fixed fee ($1,500 minimum, up to $20,000)
Springfield, IL
3051 Hollis Drive, 3rd Floor
Springfield IL 62704
Advisors at this office
11
Illinois · Indiana · Missouri
13 years of industry experience
OSAIC
2024 - Present • 2 years
Springfield, IL
Sikich LLC
2024 - Present • 2 years
Springfield, IL
Sikich LLP
2023 - 2024 • 1 year
Springfield, IL
Sikich Financial
2013 - Present • 13 years
Springfield, IL
Triad Advisors, Inc.
2011 - 2024 • 13 years
Norcross, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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