Kristin Sweis is a registered investment advisor at Paradigm Money Management, LLC, based in Burr Ridge, IL, with 17 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Paradigm Money Management does not directly manage client investments. Instead, PM2 refers clients to third-party investment managers (TPMs) such as Synergy Financial Management and Morningstar Investment Services. Clients will be billed in accordance with the TPM's fee schedule, which will be disclosed to the client prior to signing an agreement. PM2 receives a portion of the advisory fees charged by the TPM as a referral fee.
Location
Burr Ridge, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Paradigm Money Management, LLC
Previous Registrations
Spotlight Asset Group
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.