Robert Andrew Paoni

Current Employers

Employment History

• 10/2009 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 01/2010 → Present
  Sikich Financial
  Springfield, IL
• 06/2015 → Present
  Sikich Financial
  Springfield, IL
• 01/2014 → 05/2024
  Sikich Llp
  Springfield, IL
• 05/2024 → Present
  Sikich Llc
  Springfield, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2007-01-25 → 2009-09-15
  Sikich Cozad Asset Management Llc
  Springfield, IL
• 2007-07-19 → 2009-05-04
  Fsc Securities Corporation
  Springfield, IL
• 2004-09-27 → 2007-01-09
  Morgan Stanley Dw Inc.
  Springfield, IL
  Springfield, IL

Other Businesses

1)SIKICH FINANCIAL LLC; INVESTMENT RELATED; 3201 WEST WHITE OAKS DRIVE, SUITE 102 SPRINGFIELD, IL 62704; RIA; FINANCIAL ADVISOR; JAN 2007; 40 HRS/MONTH; 40 HRS/DAY; COMPENSATION; FINANCIAL PLANNING. 2)VARIOUS INSURANCE; INVESTMENT RELATED; 3201 WEST WHITE OAKS DRIVE, SUITE 102 SPRINGFIELD, IL 62704; INSURANCE; FINANCIAL ADVISOR; JAN 2007; 5 HRS/MONTH; 5 HRS/DAY; COMPENSATION; VARIABLE ANNUITIES, LTC, LIFE INSURANCE. 3)Salvation Army-Advisory Board;1600 East Clearlake;non-profit;advisory board member;7/2016;2 hrs/month;1 hr during trading;help to advise leadership in Springfield 4)Sangamon Valley Estate Planning Council;club;serve on financial advisor/insurance committee;1/2018;1 hr/month;0 hrs during trading;help with club activities,look for outside speakers for one club meeting per year 5)Calvary Church;not investment related;1730 W Jefferson,Springfield,IL 62702;non-profit;stewardship committee;7/1/2017;1 hr/month;0 hrs during trading;review church finances 6) Captain S. Hammer LLC;investment related;2336 Grinnell Dr,Springfield,IL 62704;real estate investment;owner;10/2020;2 hrs/month;0 hrs during trading;own duplex 7) Sikich LLC; Investment related: yes; 3051 Hollis Dr, Suite 301, Springfield, IL 62704; Nature or Structure of Business: Corporation; Position: Principal; Start date: 05/01/2024; hours per month: 2; securities trading hours 0; Duties: Principal of Sikich LLC. Sikich LLC is the parent company of Sikich Financial. Sikich LLC moved from Sikich LLP. Sikich LLP has been previously listed on my U4. As a Principal, I oversee the RIA owned by Sikich LLC. 8) Sikich Insurance Group LLC, Vice President/Treasurer. No compensation, zero hours per month. Just a placeholder officer for this LLC until it is wound down. Sikich Insurance Group LLC is wholly owned by Sikich LLP. 9)Sikich Insurance Group LLC; Investment related: yes; 1415 W. Diehl Rd., Ste 400, Naperville, IL 60563; Nature or Structure of Business: LLC which is an insurance agency to sell non-variable products; Position: Vice President and Treasurer; Start date: 12/15/2023; hours per month: 0; securities trading hours 0; Duties: Just acting as a placeholder officer until this entity is wound down in the next few years 13)SIKICH FINANCIAL POSITION: CEO NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2007 ADDRESS: 3051 Hollis Drive, 3rd Floor, Springfield IL 62704,DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2004-09-24

Designations