Robert Andrew Paoni
Investment Adviser Representative at Sikich Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Andrew Paoni is an investment adviser representative with Sikich Financial in Springfield, IL, where they have been registered since 2010. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Sikich Cozad Asset Management LLC and FSC Securities Corporation. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois, Indiana, and Missouri.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Indiana, Missouri
- Broker:
18 states and territories
Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, IncOct 2009 – Aug 2024Norcross, GA
- Sikich FinancialJan 2010 – no end date reportedSpringfield, IL
- Sikich FinancialJun 2015 – no end date reportedSpringfield, IL
- Sikich LLPJan 2014 – May 2024Springfield, IL
- Sikich LLCMay 2024 – no end date reportedSpringfield, IL
- Osaic Wealth, Inc.Aug 2024 – no end date reportedIndianapolis, IN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sikich Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
- 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%
+9 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Sikich advisors develop customized wealth investment strategies centered around financial planning and asset management, including retirement projections, estate strategies, and tax planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Springfield, IL
- SEC file number:
- 801-110142
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Andrew Paoni 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.
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