Welcome!
I'm Kristina, Investment Adviser
Empowering Your Financial Future with Expert Guidance
Kristina Marie Bentzen
How I Can Help
Navigating the complexities of wealth management and financial planning can be overwhelming, but you don’t have to do it alone. With over 25 years of experience in investment advisory, insurance planning, and financial strategy, I am here to guide you toward a secure and prosperous future. Here’s how I can help:
Personalized Financial Planning
Your financial goals are unique, and so should be your strategy. I take the time to understand your aspirations, whether it's building wealth, preparing for retirement, or securing your family’s future. Together, we create a customized plan that aligns with your vision.
Investment Strategies That Work
Investing wisely is key to long-term financial growth. I help you develop a diversified portfolio that balances risk and return, ensuring your investments align with your goals, risk tolerance, and market conditions.
Retirement Planning Made Simple
Planning for retirement isn’t just about saving—it’s about ensuring you can maintain your lifestyle when you stop working. I design strategies that maximize your retirement savings, minimize taxes, and provide a steady income when you need it most.
Risk Management & Insurance Solutions
Life is unpredictable, but your finances don’t have to be. As a licensed insurance professional, I help you protect your assets and loved ones with the right life, accident, and health insurance policies tailored to your needs.
Business & Estate Planning
If you’re a business owner or looking to leave a legacy, I provide structured strategies to manage wealth, optimize tax efficiency, and ensure a smooth transition of assets to the next generation.
Ongoing Support & Financial Guidance
Financial planning is not a one-time event—it’s a journey. I offer continuous support, market updates, and strategy adjustments to keep you on track as your life and financial goals evolve.
Who I Am
Kristina Marie Bentzen is a seasoned investment adviser and wealth management professional with extensive experience in financial planning, investment strategies, and client portfolio management. With a strong commitment to guiding clients towards financial security, she specializes in tailored financial solutions that align with individual and business goals.
About me
Experience &
Employment History
Paradigm Strategies in Wealth Management, LLC (April 1995 - Present)
- Investment Adviser Representative (2014 – Present)
- President/Member (April 2020 – Present)
- Chief Compliance Officer (July 2024 – Present)
- Client Service Manager (April 1995 – April 2020)
Independent Licensed Insurance Agent (Since January 2004)
- Licensed in Minnesota
- Specializing in Life, Accident, and Health Insurance
Qualifications &
Certifications
Passed Exams:
- Uniform Investment Adviser Law Examination (Series 65) – Passed on January 5, 2017
Current Registrations:
- Registered Investment Adviser Representative in Minnesota (Approved since 2014)
- Restricted approval in Texas (Since October 2020)
Consulting
Services
Investment Planning
Build a strong financial future with a customized investment strategy tailored to your goals and risk tolerance.
Retirement Planning
Ensure a comfortable and secure retirement with smart savings and income distribution strategies.
Wealth Management
Comprehensive financial planning to grow, protect, and manage your assets effectively.
Insurance & Risk Management
Safeguard your future with the right life, accident, and health insurance coverage.
Business Financial Planning
Strategic solutions for business owners to optimize finances, investments, and risk management.
Let’s Build Your Financial Future Together
Success starts with a plan, and I am here to help you create one that works. Whether you’re looking to invest, retire, or simply gain more financial security, I’m committed to guiding you every step of the way.
Why Me
Experience
25+ Years of Experience You Can Trust
Strategy
Personalized Financial Strategies for Every Stage of Life
Approach
A Client-Centered Approach to Wealth Management
info@kristinamariebentzen.com
