Linda J. Rossi

R2 WEALTH MANAGEMENT PARTNERS

Lincoln, NE 68510

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CRD#: 700202

Professional summary

Linda Jean Rossi is a registered financial advisor currently at R2 WEALTH MANAGEMENT PARTNERS located in Lincoln, Nebraska.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Linda has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 1, Series 27, Series 4 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ROSSI FINANCIAL SERVICES POSITION: Partner NATURE: To provide day to day administration, payroll, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 8101 O Street, Suite 301, Lincoln NE 68510, United States DESCRIPTION: Rossi Financial Services provides administrative services for the support of doing business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Jean Rossi's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 17, 2016 - Present

R2 WEALTH MANAGEMENT PARTNERS

Office #1: 8101 O Street Suite 301, Lincoln, NE 68510

RIA

CRD#: 282055

Lincoln, NE

Past

February 9, 2016 - October 1, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

LINCOLN, NE

Past

March 29, 2001 - February 11, 2016

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

LINCOLN, NE

Past

September 19, 1994 - February 11, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

LINCOLN, NE

Past

December 21, 1972 - September 19, 1994

ALL AMERICAN MANAGEMENT CORPORATION

CRD#: 21

DES PLAINES, IL

Past

November 6, 1970 - January 10, 1973

D V SECURITIES

CRD#: 1000003

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".

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nebraska
(2/17/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 4/9/1969

Registered Representative Examination

Principal/Supervisory Exam

Series 27

Date: 11/2/1990

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/31/1979

Registered Options Principal Examination

Principal/Supervisory Exam

Series 00

Date: 9/9/1970

General Securities Principal Examination

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

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Contact information

Main Address

8101 O Street Suite 301, Lincoln, NE 68510

Mailing Address

Phone number

(402) 489-9375

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARADIGM WEALTH MANAGEMENT, LLC ADV PART 2A DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	715
AUM (Assets Under Management)	$ 386,182,129

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Linda J. Rossi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Jean Rossi's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

ALL AMERICAN MANAGEMENT CORPORATION

D V SECURITIES

Primary Firm SEC Registration

R2 WEALTH MANAGEMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2007

Series 63

Date: 2/24/1989

SIE

Date: 10/1/2018

Series 1

Date: 4/9/1969

Series 27

Date: 11/2/1990

Series 4

Date: 1/31/1979

Series 00

Date: 9/9/1970

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

R2 WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

Contact information

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