AdvisorCensus / Financial advisors / Illinois / Springfield, IL / Fidelity Investments
Financial advisors in Springfield, IL using Fidelity Investments
3 SEC-registered investment advisory firms headquartered in the Springfield, IL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| KEB Wealth Advisors | Springfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Sikich Financial | Springfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Skinner, Copper & Ehmen Wealth Management, LLC | Springfield | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Springfield, IL using Fidelity Investments. https://advisorcensus.com/advisors/il/springfield/custodians/fidelity https://advisorcensus.com/advisors/il/springfield/custodians/fidelity