Paul Edward Staniszewski
Investment adviser representative at Sikich Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sikich FinancialApr 2026 to now
- Sikich Capital Management LLCApr 2026 to now
- UnemployedJan 2026 to Mar 2026
- Savant Wealth ManagementJan 2023 to Dec 2025
- One Advisory Partners, LLCSep 2022 to Jan 2023
- Carlson FinancialMar 2022 to Jun 2022
- Edelman Financial Engines Advisors L.L.C.Sep 2018 to Dec 2021
- Waddell & ReedJul 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sikich Financial
Legal name: Sikich Capital Management LLC
$1.2BAssets managed
1,164Clients
21Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2262728
- Firm CRD
- 142640