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Kristin Sweis

Paradigm Money Management, LLC

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About Kristin Sweis

Kristin Sweis is a financial advisor with Paradigm Money Management, LLC. Kristin has been working in the financial industry since 2007. Kristin has experience in providing financial planning and pension consulting services. Kristin is a Registered Investment Advisor (RIA) and holds a Series 7 and Series 66 license. Prior to joining Paradigm Money Management, Kristin was employed by TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Kristin Sweis is currently registered with Paradigm Money Management, LLC. Paradigm Money Management, LLC is a financial advisory firm that provides financial planning, pension consulting, and educational seminars. They also offer selection of other advisors. The firm has 2 licensed agents, 3 investment advisor representatives, and 3 investment advisory functions.

Not reported

Assets Under Management

55

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Pension consulting fees/referral fees

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Kristin Sweis’s Registration & Firm History

IL

05/19/2020 - Present

Paradigm Money Management, LLC (BURR RIDGE IL)

IL

10/28/2011 - 01/17/2019

TD AMERITRADE, INC. (NORTHBROOK IL)

NY

10/11/2007 - 02/25/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristin Sweis.
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