Kristina Marie Bentzen
Investment adviser representative at Paradigm, Strategies In Wealth Management, LLC
31 yearsExperience
2 statesRegistered in
$313.7MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Paradigm, Strategies In Wealth Management, LLCApr 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Paradigm, Strategies In Wealth Management, LLC
$313.7MAssets managed
219Clients
3Advisers
12 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
- 3120677
- Firm CRD
- 110372