Kip Walle

About Kip Walle

As a financial advisor with Sikich Financial, I have worked extensively with our clients’…

Experience

1. Principal

   Sikich

   Jan 2023 — Present

   Sikich FinancialAt Sikich Financial, we are committed to helping our clients grow, manage and protect their wealth. We offer independent, objective advice, free of proprietary products, that is in the sole best interest of our clients. Our comprehensive process is financial planning-based, led by a team of experts, including Certified Financial Planners and Accredited Investment Fiduciaries, backed by the in-house expertise of a professional services firm. Financial Planning: Clients enjoy access to a deep bench of seasoned expertise across a variety of financial disciplines with our business partners. Our clients’ financial roadmaps include retirement planning, estate planning, tax preparation, investment management, college planning, insurance services and more. Our team manages our clients’ risk through a variety of market cycles while monitoring and keeping clients informed of progress toward their goals. Asset Management:As registered investment advisors, we objectively steer clients through obstacles and keep them on track to meeting short- and long-term goals. We develop a well-defined plan, based on individual needs, goals, timing parameters and risk profile to assist clients in maximizing returns and managing risk.401(k) Retirement Plans: Sikich offers customized, open-architecture platforms, as well as education and training, fiduciary assessments, and full, transparent fee disclosures to guide employers in creating competitive, mutually-beneficial plans for their employees.Learn more about securing your financial future at advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.