RP
CFP
RP
CFP

Robert Andrew Paoni

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

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History

Regulatory History
Clean regulatory record

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.

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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
August 2024 - Present · 1 yr 6 mos
Sikich Financial
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Triad Advisors LLCBroker
October 2009 - August 2024 · 14 yrs 10 mos
Fsc Securities Corporation
July 2007 - May 2009 · 1 yr 10 mos
Sikich Cozad Asset Management LLC
January 2007 - September 2009 · 2 yrs 8 mos
Fsc Securities CorporationBroker
January 2007 - May 2009 · 2 yrs 4 mos
Morgan Stanley
September 2004 - January 2007 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 2004 - January 2007 · 2 yrs 4 mos
State Registrations18 states
AZCACOFLILINKSKYMAMIMNMONCNVOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Andrew Paoni - Financial Advisor | TrueAdvisor