Andrew Pool, Cfp®

Andrew Pool, Cfp® Email and Phone Number

Managing Partner, Chief Compliance Officer, Investment Advisor Rep @ Paradigm Wealth Management, LLC
950 Main Street,
Andrew Pool, Cfp®'s Location
Waverly, Nebraska, United States, United States
Andrew Pool, Cfp®'s Contact Details

Andrew Pool, Cfp® work email

Andrew Pool, Cfp® personal email

n/a
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.

Andrew Pool, Cfp®'s Current Company Details
Paradigm Wealth Management, LLC

Paradigm Wealth Management, Llc

View
Managing Partner, Chief Compliance Officer, Investment Advisor Rep
950 Main Street,
Website:
investpwm.com
Employees:
9
Andrew Pool, Cfp® Work Experience Details
  • Paradigm Wealth Management, Llc
    Managing Partner, Chief Compliance Officer, Investment Advisor Rep
    Paradigm Wealth Management, Llc
    Waverly, Ne, Us
    View
  • Paradigm Wealth, Llc
    Managing Partner, Chief Compliance Officer, Investment Advisor Rep
    Paradigm Wealth, Llc Jan 2016 - Present
    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 through R2 Wealth Management Partners.
  • R² Wealth Management Partners
    Financial Advisor
    R² Wealth Management Partners Apr 2014 - Present
    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 transaction information anywhere on this site. For customer inquiries, please call 402-489-9375.
  • Securities America Inc.
    Registered Rep
    Securities America Inc. Jan 2016 - Jun 2019
    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
    View
  • Fsc Securities
    Financial Advisor
    Fsc Securities Mar 2006 - Dec 2015
    211 South 84Th St, Suite 110 Lincoln, Ne 68462 (402) 489-9375
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Mar 2003 - Mar 2006
    View
  • Allstate Financial
    Equity Trader
    Allstate Financial Jun 2001 - Mar 2003
    View
  • Ameritrade
    Margin Analyst
    Ameritrade 1999 - 2002
  • Ameritrade
    Margin Analyst
    Ameritrade 1999 - 2002
  • Ameritrade
    Margin Analyst
    Ameritrade 1999 - 2002

Andrew Pool, Cfp® Skills

Investments Investment Advisory Retirement Securities Alternative Investments Series 7 Asset Allocation Wealth Management Mutual Funds Financial Advisory Investment Management Financial Planners Iras 401k Rollovers Retirement Planning Finance Asset Management Portfolio Management Estate Planning Financial Analysis Investment Strategies Equities Series 63 Series 24 Uniform Combined State Law Investment Planning Insurance Planning

Andrew Pool, Cfp® Education Details

Frequently Asked Questions about Andrew Pool, Cfp®

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 the current company?

Andrew Pool, Cfp®'s current role is Managing Partner, Chief Compliance Officer, Investment Advisor Rep.

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

Andrew Pool, Cfp®'s email address is er****@****eam.net

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

Andrew Pool, Cfp®'s direct phone number is +140261*****

What schools did Andrew Pool, Cfp® attend?

Andrew Pool, Cfp® attended University Of Nebraska-Lincoln.

What skills is Andrew Pool, Cfp® known for?

Andrew Pool, Cfp® has skills like Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners.

Who are Andrew Pool, Cfp®'s colleagues?

Andrew Pool, Cfp®'s colleagues are Doug Kuhlman, Parker Taylor, Marnie R. Randel, Cfp®, Rachael Joyce, Patrick Nalty, Doris Kaucher, Kevin Cooney Aif®.

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