Andrew William Pool
Investment adviser representative at Paradigm Wealth Management
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$116.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Paradigm Wealth ManagementJan 2016 to now
- R2 Wealth Management PartnersNov 2015 to now
- Securities America IncJan 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
Paradigm Wealth Management
Legal name: Paradigm Wealth Management, LLC
$116.3MAssets managed
351Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2960290
- Firm CRD
- 282055