Sean Grote (CRD# 7688513) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has 1 year of experience in the finance industry. Sean Grote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paradigm, Strategies In Wealth Management, LLC | Maple Grove, MN | Jun 2020 - Current | 3 |
| University Of Minnesota Duluth | Duluth, MN | Aug 2016 - May 2020 | 3 |
| Paradigm, Strategies In Wealth Management, LLC | Maple Grove, MN | May 2019 - Aug 2019 | < 1 |
| U.s. Bancorp | Rochester, MN | May 2018 - Aug 2018 | < 1 |
| Kalahari Resorts And Conventions | Wisconsin Dells, WI | Jun 2017 - Aug 2017 | < 1 |
| Piggly Wiggly Corporation | Milton, WI | Aug 2013 - Jun 2017 | 3 |
| Milton High School | Milton, WI | Sep 2012 - Jun 2016 | 3 |
- MN
- TX
-
Total Assets Under Management276MILLIONS
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$434,291
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MN, TX, WI
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