Valerie Turner
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 66
Industry experience
28 years
Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.
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 Capital Management LLC
2022 - Present (4 years)
Triad Advisors
2022 - 2024 (2 years)
Wells Fargo Clearing
2016 - 2022 (6 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")