Paul Sippil
Paul Sippil is a registered investment advisor at Paul D. Sippil & Associates, LLC, based in Chicago, IL, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 35 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an independent insurance agent selling life, accident, health, long-term care, and disability insurance, dedicating a few hours per week to this. He is also a certified public accountant, but spends no time on this activity.
Employment History
Current Registrations
Paul D. Sippil & Associates, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations1 state
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