Paul F Staib
Investment adviser representative at Staib Financial Planning, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$118MFirm assets
Are you Paul F Staib? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Staib Financial Planning, LLCJul 2003 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Staib Financial Planning, LLC
$118MAssets managed
53Clients
1Advisers
Under 1 yearIn 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
- 4524109
- Firm CRD
- 125706