AdFi
PE

Paul Edward Staniszewski

Investment Adviser Representative at SIKICH FINANCIAL

Naperville, ILCRD #2262728Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Edward Staniszewski has worked in the securities industry since 1997. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Illinois.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Illinois
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/7/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 7/30/1992
SIE
Securities Industry Essentials Examination
Passed 9/18/2018
Series 7
General Securities Representative Examination
Passed 7/1/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/30/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Schwab/Advisor Managed Portfolios - First $1,000,0001.25%
Schwab/Advisor Managed Portfolios - Next $1,000,0000.90%
Schwab/Advisor Managed Portfolios - Next $3,000,0000.70%
Schwab/Advisor Managed Portfolios - Next $5,000,0000.60%
Schwab/Advisor Managed Portfolios - Next $10,000,0000.55%
Schwab/Advisor Managed Portfolios - All amounts thereafter0.40%
WMP-UMA/Wrap/SMA - First $1,000,0002.00%
WMP-UMA/Wrap/SMA - Next $1,000,0001.65%
WMP-UMA/Wrap/SMA - Next $3,000,0001.45%
WMP-UMA/Wrap/SMA - Next $5,000,0001.35%
WMP-UMA/Wrap/SMA - Next $10,000,0001.30%
WMP-UMA/Wrap/SMA - All amounts thereafter1.15%
SEI Sponsored Wrap Fee Program - Flat1.25%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sikich Financial Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SIKICH FINANCIALCurrent
4/15/2026Naperville, IL
SAVANT WEALTH MANAGEMENT
2/2/202312/19/2025Lincolnshire, IL
ONE ADVISORY PARTNERS, LLC
9/21/20221/19/2023Overland Park, KS
CARLSON FINANCIAL
3/28/20226/1/2022Overland Park, KS
FINANCIAL ENGINES ADVISORS L.L.C.
9/26/201812/10/2021Overland Park, KS
WADDELL & REED
8/9/20169/18/2018Overland Park, KS
TLG ADVISORS, INC.
12/12/20145/18/2016The Woodlands, TX
PNC INVESTMENTS
11/16/20126/26/2014Chicago, IL
VALIC FINANCIAL ADVISORS, INC.
8/3/201110/11/2012Chicago, IL
HONKAMP KRUEGER FINANCIAL SERVICES INC
5/7/20093/8/2011Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SIKICH FINANCIAL

Showing 12 of 20 in the directory

View SIKICH FINANCIAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Edward Staniszewski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Paul Edward Staniszewski - Financial Advisor in Naperville, IL | AdvisorFinder