Andrew Pool, Cfp®
AeroLeads people directory · profile

Andrew Pool, Cfp® Email & Phone Number

Managing Partner, Chief Compliance Officer, Investment Advisor Rep at Paradigm Wealth Management, LLC
Location: Waverly, Nebraska, United States 10 work roles 1 school
1 work email found @windstream.net 6 phones found area 402 and 308 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email e****@windstream.net
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Paradigm Wealth Management, LLC
Role
Managing Partner, Chief Compliance Officer, Investment Advisor Rep
Location
Waverly, Nebraska, United States
Company size
9 employees

Who is Andrew Pool, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andrew Pool, Cfp® is listed as Managing Partner, Chief Compliance Officer, Investment Advisor Rep at Paradigm Wealth Management, LLC, a company with 9 employees, based in Waverly, Nebraska, United States. AeroLeads shows a work email signal at windstream.net, phone signal with area code 402, 308, and a matched LinkedIn profile for Andrew Pool, Cfp®.

Andrew Pool, Cfp® previously worked as Managing Partner, Chief Compliance Officer, Investment Advisor Rep at Paradigm Wealth, Llc and Financial Advisor at R² Wealth Management Partners. Andrew Pool, Cfp® holds Bachelor Of Science (Bs), Finance And Economics from University Of Nebraska-Lincoln.

Company email context

Email format at Paradigm Wealth Management, LLC

This section adds company-level context without repeating Andrew Pool, Cfp®'s masked contact details.

*@windstream.net
68% confidence

AeroLeads found 1 current-domain work email signal for Andrew Pool, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Andrew Pool, Cfp®

I am a CFP® Financial Advisor in Lincoln, NE and provide advice primarily for individuals and small businesses. I have been in the investment industry for 23 years and advising clients for the last 19 years. I graduated from the University of Nebraska Lincoln and after meeting my wife during college years we elected to stay in Lincoln to raise our family and go into business. Both my wife and I are from central Nebraska and are life long Husker fans. Both my wife and I are active in our church, particularly the youth programs at Southern Heights Presbyterian Church in Lincoln.

Listed skills include Investments, Investment Advisory, Retirement, Securities, and 23 others.

Current workplace

Andrew Pool, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Paradigm Wealth Management, LLC
Paradigm Wealth Management, Llc
Managing Partner, Chief Compliance Officer, Investment Advisor Rep
950 Main Street,
Website
investpwm.com
Employees
9
AeroLeads page
Company profile
View company profile Email format
10 roles · 27 years

Andrew Pool, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Partner, Chief Compliance Officer, Investment Advisor Rep

Current
Paradigm Wealth, Llc

8101 O Street, Suite 301 Lincoln, NE 68510

Registered Investment Advisor - we are an Independent Registered Investment Advisor under jurisdiction of the SEC. We provide an individualized service for our clients and as a fiduciary, we seek to match the fees clients pay to the services they utilize from us.Please contact me if you would like a copy of our ADV2A or ADV2BAdvisory services offered.

Jan 2016 - Present

Financial Advisor

Current
R² Wealth Management Partners

8101 O Street Suite 301 Lincoln, NE 68510

Advisory services offered through R2 Wealth Management Partners.IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or.

Apr 2014 - Present

Registered Rep

Securities America Inc.

Lincoln, Nebraska Area

Securities offered through Securities America, Inc., Member FINRA/SIPC.Advisory services offered through R2 Wealth Management Partners.R2 Wealth Management Partners and Securities America are separate companies.Please visit our website for full disclosures: www.r2wealth.comwww.finra.orgwww.SIPC.org

Jan 2016 - Jun 2019

Financial Advisor

Fsc Securities

211 South 84th St, Suite 110 Lincoln, NE 68462 (402) 489-9375

Mar 2006 - Dec 2015

Margin Analyst

Ameritrade
1999 - 2002 ~3 yrs

Margin Analyst

Ameritrade
1999 - 2002 ~3 yrs

Margin Analyst

Ameritrade
1999 - 2002 ~3 yrs
Team & coworkers

Colleagues at Paradigm Wealth Management, LLC

Other employees you can reach at investpwm.com. View company contacts for 9 employees →

KC Kevin Cooney Aif® Kevin Cooney Aif® Colleague at Paradigm Wealth Management, Llc Oak Brook, Illinois, United States, United States View → DK Doug Kuhlman Doug Kuhlman Colleague at Paradigm Wealth Management, Llc Westlake, Ohio, United States, United States View → PT Parker Taylor Parker Taylor Colleague at Paradigm Wealth Management, Llc Chicago, Illinois, United States, United States View → MR Marnie R. Randel, Cfp® Marnie R. Randel, Cfp® Colleague at Paradigm Wealth Management, Llc Cleveland, Ohio, United States, United States View → PN Patrick Nalty Patrick Nalty Colleague at Paradigm Wealth Management, Llc Melbourne, Victoria, Australia, Australia View → RJ Rachael Joyce Rachael Joyce Colleague at Paradigm Wealth Management, Llc Greater Cleveland, United States View → DK Doris Kaucher Doris Kaucher Colleague at Paradigm Wealth Management, Llc Greater Philadelphia, United States View →
1 education record

Andrew Pool, Cfp® education

FAQ

Frequently asked questions about Andrew Pool, Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrew Pool, Cfp® work for?

Andrew Pool, Cfp® works for Paradigm Wealth Management, LLC.

What is Andrew Pool, Cfp®'s role at Paradigm Wealth Management, LLC?

Andrew Pool, Cfp® is listed as Managing Partner, Chief Compliance Officer, Investment Advisor Rep at Paradigm Wealth Management, LLC.

What is Andrew Pool, Cfp®'s email address?

AeroLeads has found 1 work email signal at @windstream.net for Andrew Pool, Cfp® at Paradigm Wealth Management, LLC.

What is Andrew Pool, Cfp®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 402, 308 for Andrew Pool, Cfp® at Paradigm Wealth Management, LLC.

Where is Andrew Pool, Cfp® based?

Andrew Pool, Cfp® is based in Waverly, Nebraska, United States while working with Paradigm Wealth Management, LLC.

What companies has Andrew Pool, Cfp® worked for?

Andrew Pool, Cfp® has worked for Paradigm Wealth Management, Llc, Paradigm Wealth, Llc, R² Wealth Management Partners, Securities America Inc., and Fsc Securities.

Who are Andrew Pool, Cfp®'s colleagues at Paradigm Wealth Management, LLC?

Andrew Pool, Cfp®'s colleagues at Paradigm Wealth Management, LLC include Kevin Cooney Aif®, Doug Kuhlman, Parker Taylor, Marnie R. Randel, Cfp®, and Patrick Nalty.

How can I contact Andrew Pool, Cfp®?

You can use AeroLeads to view verified contact signals for Andrew Pool, Cfp® at Paradigm Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Andrew Pool, Cfp® attend?

Andrew Pool, Cfp® holds Bachelor Of Science (Bs), Finance And Economics from University Of Nebraska-Lincoln.

What skills is Andrew Pool, Cfp® known for?

Andrew Pool, Cfp® is listed with skills including Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, and Wealth Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.