Kevin Vincent Cooney

Employer firm

Paradigm Wealth Management, LLC CRD 148662

$563M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 02/2017
  Ausdal Financial Partners
  Davenport, IA
• 09/2015 → 08/2023
  Sentinus, Llc
  Oak Brook, IL
• 04/2017 → 08/2023
  Halo Securities Llc
  Oak Brook, IL
• 09/2023 → Present
  Paradigm Wealth Management, Llc
  Westlake, OH

Previous Registrations

• 2015-09-15 → 2023-09-05
  Rothschild Wealth Llc
  Oakbrook, IL
• 2015-09-15 → 2017-12-31
  Rothschild Wealth Llc
  Oakbrook, IL
• 2011-06-20 → 2015-09-11
  Spc
  Chicago, IL
  Ann Arbor, MI
• 2007-09-10 → 2011-06-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chicago, IL

Other Businesses

INSURANCE AGENT LIFE AND HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07

Other Names

• Kevin V Cooney
• Kevin Cooney