Unclaimed Profile

Robert Andrew Paoni

SIKICH CAPITAL MANAGEMENT LLC·SPRINGFIELD, Illinois

SIE, Series 7, Series 24, Series 31, Series 66CFPClean record21 years registeredSIKICH CAPITAL MANAGEMENT LLC

3051 HOLLIS DRIVE, SPRINGFIELD, IL 62704CRD# 4837966Firm CRD# 142640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Andrew Paoni · SPRINGFIELD, IL

Registration

CRD #4837966 · SIKICH CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

SIKICH FINANCIAL

Jan 2010 – present

FSC SECURITIES CORPORATION

Jul 2007 – May 2009

SPRINGFIELD, IL

SIKICH COZAD ASSET MANAGEMENT LLC

Jan 2007 – Sep 2009

SPRINGFIELD, IL

MORGAN STANLEY

Sep 2004 – Jan 2007

SPRINGFIELD, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · September 27, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIKICH CAPITAL MANAGEMENT LLC

CRD 142640 · SEC 801-110142

AUM

$749M

Regulatory assets under management

Employees

2,141 client accounts

Services offered by SIKICH CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIKICH CAPITAL MANAGEMENT LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Illinois or claim this profile if it's yours.

Browse SPRINGFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Andrew Paoni offer?

Robert Andrew Paoni specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are Robert Andrew Paoni's credentials?

Robert Andrew Paoni holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Andrew Paoni located?

Robert Andrew Paoni is based in SPRINGFIELD, Illinois, working with SIKICH CAPITAL MANAGEMENT LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Robert Andrew Paoni charge for services?

Robert Andrew Paoni's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIKICH CAPITAL MANAGEMENT LLC?

SIKICH CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →