Barry Stark
Advisor at Sikich Financial
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.
Advisor at Sikich Financial
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.
Location
Springfield, IL 62704
Credentials
Series 63, Series 65
Industry experience
29 years
Barry Stark is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Triad Advisors Inc. and Bernardi Securities, Inc., and he has served as chief compliance officer for multiple Sikich-related entities. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based approach with diversified, asset-class allocations primarily using passive mutual funds and ETFs, and leverages its affiliation with Sikich LLC to offer integrated accounting and consulting 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)
3051 Hollis Drive, 3 Rd Floor
Springfield, IL 62704
Illinois
OSAIC
2024 - Present (2 years)
Sikich Insurance Group LLC
2024 - Present (2 years)
Triad Advisors Inc.
2017 - 2024 (7 years)
Sikich Corporate Finance LLC
2016 - Present (10 years)
Sikich Financial
2016 - Present (10 years)
Bernardi Securities, Inc.
2016 - 2016 (1 year)
Unemployed
2016 - 2016 (1 year)
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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