Bradley J. Sieniawski

PLANPILOT

MEDINA, OH

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CRD#: 5884236

Professional summary

Bradley Jon Sieniawski, who also goes by Brad Sieniawski, is a registered financial advisor currently at PLANPILOT located in Medina, Ohio.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bradley has worked at 3 firms and has passed the Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Sieniawski

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 Bradley Jon Sieniawski's 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®

None

Experience

Current

March 25, 2025 - Present

PLANPILOT

RIA

CRD#: 160319

MEDINA, OH

Past

September 19, 2019 - February 28, 2025

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 286002

CLEVELAND, OH

Past

September 16, 2013 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

CLEVELAND, OH

Past

December 13, 2012 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

CLEVELAND, OH

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".

PLANPILOT

PLANPILOT | PLANPILOT, LLC

CRD#: 160319 / SEC#: 801-73176

RIA

Registered Investment Advisory firm - (2/14/2012 Approved)

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

Ohio
(3/25/2025)

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

General Industry/Product Exam

Series 6TO

Date: 3/5/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/12/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLANPILOT

PLANPILOT | PLANPILOT, LLC

CRD#: 160319 / SEC#: 801-73176

RIA

Registered Investment Advisory firm - (2/14/2012 Approved)

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Contact information

Main Address

223 West Jackson Suite 800, Chicago, IL 60606

Mailing Address

Phone number

(312) 973-4911

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,714,161,018

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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Bradley J. Sieniawski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jon Sieniawski's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANPILOT

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

Primary Firm SEC Registration

PLANPILOT

State Registrations and Notice Filings

Exams

Series 6TO

Date: 3/5/2024

SIE

Date: 10/1/2018

Series 6

Date: 12/12/2012

Current Firm

PLANPILOT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLANPILOT

TRUST BUT VERIFY

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