Jean Anne Golla
Investment Adviser Representative at SIKICH FINANCIAL
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jean Anne Golla has worked in the securities industry since 2003. They have passed the Series 66, 63, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Wisconsin.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Schwab/Advisor Managed Portfolios - First $1,000,000 | 1.25% |
| Schwab/Advisor Managed Portfolios - Next $1,000,000 | 0.90% |
| Schwab/Advisor Managed Portfolios - Next $3,000,000 | 0.70% |
| Schwab/Advisor Managed Portfolios - Next $5,000,000 | 0.60% |
| Schwab/Advisor Managed Portfolios - Next $10,000,000 | 0.55% |
| Schwab/Advisor Managed Portfolios - All amounts thereafter | 0.40% |
| WMP-UMA/Wrap/SMA - First $1,000,000 | 2.00% |
| WMP-UMA/Wrap/SMA - Next $1,000,000 | 1.65% |
| WMP-UMA/Wrap/SMA - Next $3,000,000 | 1.45% |
| WMP-UMA/Wrap/SMA - Next $5,000,000 | 1.35% |
| WMP-UMA/Wrap/SMA - Next $10,000,000 | 1.30% |
| WMP-UMA/Wrap/SMA - All amounts thereafter | 1.15% |
| SEI Sponsored Wrap Fee Program - Flat | 1.25% |
Firm-stated minimum; may be waived at the firm's discretion.
Sikich Financial Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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