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Kristina Marie Bentzen

Paradigm, Strategies In Wealth Management, LLC

Maple Grove, MN

CRD 3120677

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Employer firm

Paradigm, Strategies In Wealth Management, LLC CRD 110372

$314M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Paradigm, Strategies In Wealth Management, Llc

11324 86Th Avenue North, Maple Grove, MN 55369 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-30
MN RA APPROVED 2014-01-16
  • TX RA
    APPROVED_RES
    Since 2020-10-30
  • MN RA
    APPROVED
    Since 2014-01-16

Branch Locations

11324 86Th Avenue North, Maple Grove, MN 55369 • 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
OrganizationCityStateFromTo
Paradigm, Strategies In Wealth Management, Llc Maple Grove MN 04/1995 Present
Other Businesses

01/2004 Independent Licensed insurance Agent; Investment Related; Minnesota; Life, Accident, Health

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-05
S63 Uniform Securities Agent State Law Examination 1998-09-29
  • S65 Uniform Investment Adviser Law Examination
    2017-01-05
  • S63 Uniform Securities Agent State Law Examination
    1998-09-29
Other Names
  • Kris Bentzen
  • Kristina M Bentzen
  • Kristina Marie Westerhoff

View on SEC IAPD

Nearby Firms

MHS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Nearby Investors

Mason DeJoy
Sean F. Grote
JEFFREY ROLAND SELLS

Nearby Offices

MHS ADVISORY SERVICES, LLC · MAPLE GROVE, MN
OSAIC WEALTH, INC. · MAPLE GROVE, MN
OSAIC WEALTH, INC. · MAPLE GROVE, MN

More in Maple Grove, MN

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