Kelly K. Wiley
SIKICH FINANCIAL | WEALTH MANAGEMENT ACCOUNT EXECUTIVE
Naperville, IL 60563
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CRD#: 5725388
Kelly Kalene WileySIKICH FINANCIAL
Professional summary
Kelly Kalene Wiley, who also goes by Kelly Kalene Sobeck, Kelly Kalene Thompson, Kelly Kalene Wiley, is a registered financial advisor currently at SIKICH FINANCIAL located in Naperville, Illinois.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 5 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Biography
Kelly is known for her customer service and noteworthy relationship with clients and advisors. She dedicates herself to delivering outstanding results and creating an excellent client experience.
Kelly brings 15 years of financial experience to her account executive role on the Wealth Management Team of TC Wealth Partners. She assists advisors with various aspects of account administration, including account opening, trading, preparation of financial planning and reporting documents, and client communication.
She began her financial career at SAI Financial Services and later joined Brookstone Capital Management as an investment advisory specialist. She holds a Series 65 license and earned an Associate of Arts degree from College of DuPage.
Kelly enjoys trips up north in Wisconsin to join her parents, her two children and granddaughter where they relax on the lake, hike in the woods, swim, paddle board, and kayak. Lake life is her favorite!
Aliases
Kelly Kalene Sobeck | Kelly Kalene Thompson | Kelly Kalene Wiley
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Kalene Wiley's 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®
NoneExperience
Current
August 31, 2026 - Present
SIKICH FINANCIAL
Office #1: 1415 W. Diehl Road, Naperville, IL 60563RIA
CRD#: 142640
Naperville, IL
Past
July 6, 2026 - July 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC
RIA
CRD#: 155193
Schaumburg, IL
Past
January 2, 2022 - July 9, 2026
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Downers Grove, IL
Past
September 30, 2020 - February 24, 2022
TC WEALTH PARTNERS, LLC
RIA
CRD#: 283644
DOWNERS GROVE, IL
Past
July 9, 2018 - September 16, 2020
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
WHEATON, IL
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".
SF
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)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(8/31/2026)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
SF
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)Loading...
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
22
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,482 |
| AUM (Assets Under Management) | $ 1,180,311,267 |
Red Flags
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Company Information
SIKICH FINANCIAL
WEALTH MANAGEMENT ACCOUNT EXECUTIVECRD#: 142640Naperville, IL 60563TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
