Robert Paoni is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Springfield, IL, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a financial advisor for Sikich Financial LLC and is involved with various insurance-related activities, including variable annuities, long-term care, and life insurance. He also holds positions in several other organizations, including non-profits and real estate investment, and is a Principal at Sikich LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Sikich Financial
Previous Registrations
Triad Advisors LLCBroker
Fsc Securities Corporation
Sikich Cozad Asset Management LLC
Fsc Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
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