Paul E. Staniszewski

SIKICH FINANCIAL

Naperville, IL 60563

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CRD#: 2262728

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul E Staniszewski

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

April 15, 2026 - Present

SIKICH FINANCIAL

Office #1: 1415 W. Diehl Rd. Ste. 400, Naperville, IL 60563

RIA

CRD#: 142640

Naperville, IL

Past

February 2, 2023 - December 19, 2025

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

Lincolnshire, IL

Past

September 21, 2022 - January 19, 2023

ONE ADVISORY PARTNERS, LLC

RIA

CRD#: 161614

OVERLAND PARK, KS

Past

March 28, 2022 - June 1, 2022

CARLSON FINANCIAL

RIA

CRD#: 295907

OVERLAND PARK, KS

Past

September 26, 2018 - December 10, 2021

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

OVERLAND PARK, KS

Past

August 9, 2016 - September 18, 2018

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

August 9, 2016 - September 18, 2018

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

July 14, 2016 - July 28, 2016

PFS INVESTMENTS INC.

CRD#: 10111

DES PLAINES, IL

Past

December 12, 2014 - May 18, 2016

TLG ADVISORS, INC.

RIA

CRD#: 111052

THE WOODLANDS, TX

Past

November 16, 2012 - June 26, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CHICAGO, IL

Past

November 16, 2012 - June 26, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CHICAGO, IL

Past

August 3, 2011 - October 11, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

CHICAGO, IL

Past

August 1, 2011 - October 11, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

CHICAGO, IL

Past

May 14, 2009 - March 8, 2011

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CHICAGO, IL

Past

May 7, 2009 - March 8, 2011

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

CHICAGO, IL

Past

November 24, 2000 - December 31, 2008

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

September 8, 2000 - January 9, 2001

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

June 30, 2000 - September 8, 2000

INVESTORS BROKERAGE SERVICES, INC.

CRD#: 4257

ELGIN, IL

Past

August 27, 1999 - January 10, 2000

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

October 7, 1997 - December 31, 1998

RE-DIRECT SECURITIES CORP

CRD#: 35518

VILLA PARK, IL

Past

July 19, 1995 - January 30, 1997

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

July 31, 1992 - April 28, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 31, 1992 - April 28, 1995

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

SIKICH FINANCIAL

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

CRD#: 142640 / SEC#: 801-110142

RIA

Registered Investment Advisory firm - (3/24/2017 Approved)

Florida

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/24/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (3/27/2017 Terminated)

Missouri

Registered Investment Advisory firm - (3/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 4/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIKICH FINANCIAL

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

CRD#: 142640 / SEC#: 801-110142

RIA

Registered Investment Advisory firm - (3/24/2017 Approved)

Florida

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/24/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (3/27/2017 Terminated)

Missouri

Registered Investment Advisory firm - (3/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/27/2017 Terminated)

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Contact information

Main Address

3051 Hollis Drive 3rd Floor, Springfield, IL 62704

Mailing Address

Phone number

(217) 862-1843

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIKICH CAPITAL MANAGEMENT LLC ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 919,996,863

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Paul E. Staniszewski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SIKICH FINANCIAL

SAVANT WEALTH MANAGEMENT

ONE ADVISORY PARTNERS, LLC

CARLSON FINANCIAL

EDELMAN FINANCIAL ENGINES

WADDELL & REED

WADDELL & REED

PFS INVESTMENTS INC.

TLG ADVISORS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

AVANTAX PLANNING PARTNERS, INC.

DWS DISTRIBUTORS, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

INVESTORS BROKERAGE SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

RE-DIRECT SECURITIES CORP

1717 CAPITAL MANAGEMENT COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

SIKICH FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/1999

Series 63

Date: 7/30/1992

SIE

Date: 9/18/2018

Series 7

Date: 7/1/2008

Series 6

Date: 7/30/1992

Current Firm

SIKICH FINANCIAL

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIKICH FINANCIAL

TRUST BUT VERIFY

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