Thao Ring
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
CFP®, Series 66
Industry experience
17 years
Thao Ring is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Sikich Financial in Indianapolis, IN. She has worked at Sikich Financial and Triad Advisors over multiple periods and is a member of the finance committee at the Advancement Center for Washington Township Schools and North Central Alumni, advising on operational budgets. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, focusing on diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs.
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 · Indiana
OSAIC
2024 - Present (2 years)
Sikich Financial
2022 - Present (4 years)
Sikich Financial
2021 - 2022 (1 year)
Homemaker
2019 - 2021 (2 years)
Triad Advisors, Inc.
2016 - 2019 (3 years)
Sikich Financial
2016 - 2019 (3 years)
Triad Advisors
2011 - 2024 (13 years)
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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