Kevin Vincent Cooney
Investment adviser representative at Paradigm Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$563.4MFirm assets
17 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Paradigm Wealth Management, LLCSep 2023 to now
- Halo Securities LLCApr 2017 to Aug 2023
- Sentinus, LLCSep 2015 to Aug 2023
- Ausdal Financial PartnersSep 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Paradigm Wealth Management, LLC
$563.4MAssets managed
416Clients
6Advisers
17 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
- 4950427
- Firm CRD
- 148662