Inactive

Bradley Jon Sieniawski

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Current Employers

Planpilot

223 West Jackson Suite 800, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-24
OH	RA	APPROVED	2025-03-25

TX RA
APPROVED_RES

Since 2026-02-24
OH RA
APPROVED

Since 2025-03-25

Branch Locations

223 West Jackson Suite 800, Chicago, IL 60606 • United States

Medina, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cbiz Financial Solutions, Inc.	Independence	OH	05/2008	02/2025
Planpilot, Llc	Medina	OH	03/2025	Present
Cbiz Retirement Plan Advisory Services	Cleveland	OH	09/2013	12/2021
Cbiz Investment Advisory Services, Llc	Cleveland	OH	09/2019	02/2025

05/2008 → 02/2025

Cbiz Financial Solutions, Inc.

Independence, OH
03/2025 → Present

Planpilot, Llc

Medina, OH
09/2013 → 12/2021

Cbiz Retirement Plan Advisory Services

Cleveland, OH
09/2019 → 02/2025

Cbiz Investment Advisory Services, Llc

Cleveland, OH

Previous Registrations

2019-09-19 → 2025-02-28

Cbiz Investment Advisory Services, Llc

Cleveland, OH
2013-09-16 → 2021-12-31

Cbiz Financial Solutions, Inc.

Independence, OH

Other Names

Brad Sieniawski

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.

PFINGSTEN PARTNERS, L.L.C.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM INVESTMENTS

PEKIN HARDY STRAUSS, INC.

SPIDERROCK ADVISORS, LLC

PROSPECT PARTNERS ADVISORS LLC

DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch

HAROLD NELSON LEAVELL

CARLYLE KELLY MADDEN

PHILIP JOHN RIDOLPHI

SUSAN MARY SHACKLETTE

KRISTI LYNN MILLS

NATHANIEL MITCHELL COLEMAN

KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL

PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL

GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

GUGGENHEIM INVESTMENTS · CHICAGO, IL

PEKIN HARDY STRAUSS, INC. · CHICAGO, IL

SPIDERROCK ADVISORS, LLC · CHICAGO, IL

PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL

DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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