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Paul Edward Staniszewski

CFP®
SIKICH FINANCIAL
Naperville, IL
·CRD# 2262728·34 years registered

Professional Summary

Paul Edward Staniszewski, CFP®, who also goes by Paul E Staniszewski, is a registered financial advisor currently at SIKICH FINANCIAL located in Naperville, Illinois. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Paul has worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Paul E Staniszewski

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1996

Years of Experience

34 years registered in the securities industry

Current & Past Employments

Current

SIKICH FINANCIALCurrent·CRD# 142640
RIA
1415 W. Diehl Rd. Ste. 400, Naperville, IL 60563
April 15, 2026 - Present

Past

SAVANT WEALTH MANAGEMENTPast·CRD# 107271
RIA
Lincolnshire, IL
February 2, 2023 - December 19, 2025
ONE ADVISORY PARTNERS, LLCPast·CRD# 161614
RIA
Overland Park, KS
September 21, 2022 - January 19, 2023
CARLSON FINANCIALPast·CRD# 295907
RIA
Overland Park, KS
March 28, 2022 - June 1, 2022
EDELMAN FINANCIAL ENGINESPast·CRD# 104510
RIA
Overland Park, KS
September 26, 2018 - December 10, 2021
WADDELL & REEDPast·CRD# 866
RIA
Overland Park, KS
August 9, 2016 - September 18, 2018
WADDELL & REEDPast·CRD# 866
BD
Overland Park, KS
August 9, 2016 - September 18, 2018
PFS INVESTMENTS INC.Past·CRD# 10111
BD
Des Plaines, IL
July 14, 2016 - July 28, 2016
TLG ADVISORS, INC.Past·CRD# 111052
RIA
The Woodlands, TX
December 12, 2014 - May 18, 2016
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
RIA
Chicago, IL
November 16, 2012 - June 26, 2014
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Chicago, IL
November 16, 2012 - June 26, 2014
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
RIA
Chicago, IL
August 3, 2011 - October 11, 2012
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
BD
Chicago, IL
August 1, 2011 - October 11, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.Past·CRD# 15708
BD
Chicago, IL
May 14, 2009 - March 8, 2011
AVANTAX PLANNING PARTNERS, INC.Past·CRD# 106237
RIA
Chicago, IL
May 7, 2009 - March 8, 2011
DWS DISTRIBUTORS, INC.Past·CRD# 37306
BD
Chicago, IL
November 24, 2000 - December 31, 2008
FARMERS FINANCIAL SOLUTIONS, LLCPast·CRD# 103863
BD
Westlake Village, CA
September 8, 2000 - January 9, 2001
INVESTORS BROKERAGE SERVICES, INC.Past·CRD# 4257
BD
Elgin, IL
June 30, 2000 - September 8, 2000
NATIONWIDE INVESTMENT SERVICES CORPORATIONPast·CRD# 7110
BD
Columbus, OH
August 27, 1999 - January 10, 2000
RE-DIRECT SECURITIES CORPPast·CRD# 35518
BD
Villa Park, IL
October 7, 1997 - December 31, 1998
1717 CAPITAL MANAGEMENT COMPANYPast·CRD# 4082
BD
Newark, DE
July 19, 1995 - January 30, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYPast·CRD# 2580
BD
Fort Wayne, IN
July 31, 1992 - April 28, 1995
OSAIC FA, INC.Past·CRD# 3978
BD
Fort Wayne, IN
July 31, 1992 - April 28, 1995

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Current Firm

SF
SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC | SIKICH RETIREMENT PLAN SERVICES LLC | SIKICH FINANCIAL

CRD#: 142640 / SEC#: 801-110142
RIA
Registered Investment Advisory firm - SEC (3/24/2017 Approved)
Florida
Registered Investment Advisory firm - Florida (3/27/2017 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (3/24/2017 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (3/27/2017 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (3/27/2017 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (3/27/2017 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/27/2017 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/27/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3051 Hollis Drive 3rd Floor, Springfield, IL 62704

Phone Number

(217) 862-1843

# of Employees

22

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIKICH FINANCIAL ADV PART 2A 2026 (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,482

AUM (Assets Under Management)

$1,180,311,267

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC | SIKICH RETIREMENT PLAN SERVICES LLC | SIKICH FINANCIAL

CRD#: 142640 / SEC#: 801-110142
RIA
Registered Investment Advisory firm - SEC (3/24/2017 Approved)
Florida
Registered Investment Advisory firm - Florida (3/27/2017 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (3/24/2017 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (3/27/2017 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (3/27/2017 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (3/27/2017 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/27/2017 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/27/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(4/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1992About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Staniszewski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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