KS
Kristina B. Schuler
PARADIEM
DAVIDSON, NC
Some features on this profile are disabled
CRD#: 5735165
KS
Professional summary
Kristina Brown Schuler, who also goes by Kristina Marie Brown, Kristina B Schuler, is a registered financial advisor currently at PARADIEM, LLC located in Davidson, North Carolina.
Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kristina has worked at 5 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Marie Brown | Kristina B Schuler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY: Young Living Essential Oils; LOCATION: COVINGTON, LA; TYPE OF ENTITY: Essential Oils; INVESTMENT RELATED: No; NATURE OF ENTITY: Essential Oils; TITLE: Distributor; START DATE OF RELATIONSHIP: August 2017; 1HR/MO; OWNERSHIP: NO, independent contractor; COMPENSATION: NO
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Brown Schuler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 11, 2021 - Present
PARADIEM, LLC
RIA
CRD#: 158200
DAVIDSON, NC
Past
March 25, 2020 - April 8, 2021
HANCOCK WHITNEY INVESTMENT SERVICES INC.
RIA
CRD#: 40637
NEW ORLEANS, LA
Past
August 10, 2018 - March 25, 2020
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
MANDEVILLE, LA
Past
October 18, 2010 - June 26, 2012
PRITCHARD CAPITAL PARTNERS, LLC
BD
CRD#: 100480
COVINGTON, LA
Past
December 21, 2009 - October 19, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
HAMMOND, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(5/11/2021)
IAR
North Carolina(7/11/2025)
IAR
Texas(11/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
510 N Jefferson Ave, Covington, LA 70433-2640
Mailing Address
Phone number
(985) 727-0770
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 403 |
| AUM (Assets Under Management) | $ 466,197,031 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
