Sikich Financial
46yrs
Top advisor by experience in Springfield
2yrs
Wade Mathis
Financial advisor at BOS Asset Management
Based in Springfield, Illinois, Wade Mathis is a financial advisor with 2 years of industry experience. Wade has been with BOS Asset Management since 2024. Wade holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3400 Wabash Avenue, Springfield, IL 62711
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$837,317
Advisors at the firm10
States licensed ?1 state
Services through BOS Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowBOS Asset Management, LLCCurrent firm
Contact Wade
(833) 943-8090BOS Asset Management main office 3400 Wabash AvenueSpringfield, IL 62711Office · Get directions Firm websitebosassetmanagement.com
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Questions to ask Wade
Tailored to Wade’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Wade
How do I contact Wade?
Call BOS Asset Management at (833) 943-8090 and ask for Wade Mathis. Wade works from the Springfield, IL office.
How long has Wade been a financial advisor?
Wade has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Wade hold?
No exams are listed on the official record.
Is Wade a fiduciary?
Wade is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wade paid?
BOS Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Wade 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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