Joseph Paul Sikma

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Stifel, Nicolaus & Company, Incorporated
  Bourbonnais, IL
• 04/2021 → 04/2022
  Prairieview Wealth Partners
  Orland Park, IL
• 06/2016 → 04/2021
  Shoup Manufacturing Co.
  Kankakee, IL
• 05/2017 → 05/2019
  Kankakee Community College Bookstore
  Kankakee, IL
• 05/2012 → 05/2017
  Bradley Bourbonnais Community High School
  Bourbonnais, IL

Other Businesses

1. The American College Test ACT Scholastic Aptitude Test, SAT; 100 College Drive Kankakee, IL 60901; National college admissions exam for the subject areas of English, Mathematics, Reading, Science, and Writing; Proctor the ACT/SAT exam at Kankakee Community College; Proctor/Administer the ACT/SAT exam; 7/16/2022; 6 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Kankakee First Church of the Nazarene; 1000 N Entrance Ave, Kankakee, IL 60901; Church; Finance Committee Member; Monthly oversight committee of church treasurer; 10/15/2021; 1 Hour per Month, Not during securities trading hours; Not Investment-Related. 3. Kankakee Area YMCA; 1075 Kennedy Drive Kankakee, IL 60901; Youth / Fitness Center; Financial Committee Member; Monthly oversight committee of finance chair/CEO; 01/01/2026; 2hrs/mth; During securities trading hours; Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-10
• S65 Uniform Investment Adviser Law Examination
  2021-12-13

Designations

• Certified Financial Planner