Gretchen P. Radach

SIKICH FINANCIAL

Naperville, IL 60563

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CRD#: 4598840

Professional summary

Gretchen P Radach, who also goes by Gretchen Lynn Peveich, Gretchen Peveich, Gretchen Lynn Radach, Gretchen Peveich Radach, is a registered financial advisor currently at SIKICH FINANCIAL located in Naperville, Illinois.

Gretchen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gretchen has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gretchen Lynn Peveich | Gretchen Peveich | Gretchen Lynn Radach | Gretchen Peveich Radach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Gretchen Radach LLC, used for passive investments. President. No compensation. Zero hours during business hours. Use home address.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen P Radach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2023 - Present

SIKICH FINANCIAL

Office #1: 1415 W. Diehl Road, Ste. 400, Naperville, IL 60563

RIA

CRD#: 142640

Naperville, IL

Past

June 19, 2012 - May 1, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

CHICAGO, IL

Past

August 31, 2006 - September 13, 2011

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

April 1, 2005 - August 4, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

COLUMBUS, OH

Past

April 30, 2004 - August 9, 2004

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

COLUMBUS, OH

Past

November 26, 2002 - August 9, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC | SIKICH RETIREMENT PLAN SERVICES LLC | SIKICH FINANCIAL

CRD#: 142640 / SEC#: 801-110142

RIA

Registered Investment Advisory firm - (3/24/2017 Approved)

Florida

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/24/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (3/27/2017 Terminated)

Missouri

Registered Investment Advisory firm - (3/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/27/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/25/2002

General Securities Representative Examination

Current Firm

SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC | SIKICH RETIREMENT PLAN SERVICES LLC | SIKICH FINANCIAL

CRD#: 142640 / SEC#: 801-110142

RIA

Registered Investment Advisory firm - (3/24/2017 Approved)

Florida

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/24/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (3/27/2017 Terminated)

Missouri

Registered Investment Advisory firm - (3/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/27/2017 Terminated)

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Contact information

Main Address

3051 Hollis Drive 3rd Floor, Springfield, IL 62704

Mailing Address

Phone number

(217) 862-1843

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIKICH CAPITAL MANAGEMENT LLC ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 919,996,863

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gretchen P. Radach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen P Radach's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

JOHN HANCOCK DISTRIBUTORS LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

SIKICH FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2023

Series 66

Date: 4/28/2004

Series 7

Date: 11/25/2002

Current Firm

SIKICH FINANCIAL

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIKICH FINANCIAL

TRUST BUT VERIFY

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