Wesley Whamond
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 63, Series 66
Experience Industry experience
25 years
Location
Springfield, IL 62704
Sikich Financial
Team
Wesley Whamond is a CFP® with 25 years of experience in the financial industry. He is currently a financial advisor at Sikich Financial and has held roles at firms including Triad Advisors, Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory work, he sells sneakers from his personal collection through StockX. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension plans, trusts, estates, and businesses. The firm employs a modern portfolio theory approach with diversified, asset-class-based allocations primarily using mutual funds and ETFs, and benefits from its affiliation with parent company Sikich LLC, which provides accounting and tax resources.
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
25 years of industry experience
OSAIC
2024 - Present • 2 years
Naperville, IL
Sikich Capital Management LLC
2020 - Present • 6 years
Naperville, IL
Triad Advisors
2020 - 2024 • 4 years
Norcross, GA
Bank Of America, N.A.
2018 - 2020 • 2 years
Rolling Meadows, IL
Merrill
2018 - 2020 • 2 years
Rolling Meadows, IL
TD Ameritrade, inc.
2018 - 2018 • 1 year
Tinley Park, IL
TD Ameritrade Investment Management, LLC
2018 - 2018 • 1 year
Omaha, NE
Scottrade, Inc.
1999 - 2018 • 19 years
Oakbrook Terrace, IL
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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