Paul
Staniszewski
Savant Wealth Management
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About this Advisor
Paul Staniszewski is a certified financial planner operating in Rockford, Illinois. Staniszewski is an advisor for Savant Wealth Management. Throughout their career, they have worked at Tailormade Financial, Pnc Investments, Paul Staniszewski, Tlg Advisors Inc, Savant Wealth Management, One Advisory Partners, LLC, Primerica Financial Services, Pfs Investments Inc, The Leaders Group, Inc, Waddell & Reed, Edelman Financial Engines Advisors L.L.C and Carlson Financial. Staniszewski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Savant Wealth Management is a financial advisory business based out of Rockford, IL. The investment advisory business has offices in 25 locations and a total of 333 advisors. It manages $13 billion in assets across its 9,662 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 147 charitable organizations. Of its 9,662 client accounts, 35% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Savant Wealth Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Savant Wealth Management Brokerage Details
$13,426,997,985
333
9,662
$1,389,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Staniszewski Work History
Paul has been registered as a financial advisor for 0 years.*
Savant Wealth Management
One Advisory Partners, LLC
Carlson Financial
Edelman Financial Engines Advisors L.L.C
Primerica Financial Services
Pfs Investments Inc
Waddell & Reed
Tailormade Financial
Paul Staniszewski
Tlg Advisors Inc
The Leaders Group, Inc
Pnc Investments
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Staniszewski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
