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Chief Executive Officer · Sikich Financial

Robert A. Paoni

CRD 4837966 · Named on Form ADV at one SEC-registered adviser

At a glance

Sikich Financial, an SEC-registered wealth manager based in Springfield, IL with $1.2 billion in regulatory assets, lists Robert A. Paoni on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Sikich FinancialChief Executive OfficerWealth manager · Springfield, IL · $1.2B in regulatory assets

AtlasMembers

Robert’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
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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.

Colleagues named on the same filings

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