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Principal & Chief Compliance Officer · Staib Financial Planning, LLC

Paul F Staib

CRD 4524109 · Named on Form ADV at one SEC-registered adviser

At a glance

Staib Financial Planning, LLC, an SEC-registered wealth manager with $118 million in regulatory assets, lists Paul F Staib on its Form ADV as Principal & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.