Sikich Financial
46yrs
Top advisor by experience in Springfield
28yrs
Mark Gilbert has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Springfield, Illinois. After six years at Reason Financial Advisors and a year at BMO Harris Financial Advisors, Mark joined Sikich Financial in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CPA/PFS designation.
One of 239 advisors with offices in Springfield, and one of 226 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience in Illinois
Office3051 Hollis Drive 3rd Floor, Springfield, IL 62704
FirmSikich Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$991,096
Advisors at the firm21
States licensed ?1 state
Services through Sikich Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowSikich FinancialCurrent firm
- 2019 – 2025Reason Financial Advisors, LLCPreviously
- 2007 – 2019Reason Financial Advisors, Inc.Previously
- Dec 2005 – Feb 2007BMO Harris Financial Advisors, Inc.Previously
- 2004 – 2007SBSB Financial AdvisorsPreviously
- 2001 – 2004Harrisdirect LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Sikich Financial at (217) 862-1843 and ask for Mark Gilbert. Mark works from the Springfield, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 28 years. Top 20% by experience in Illinois.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Sikich Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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