Paradigm, Strategies In Wealth Management, LLC

Paradigm, Strategies In Wealth Management, LLC (CRD# 110372) is a financial advisory firm headquartered in Maple Grove, MN. They manage $275,774,950 in 635 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11324 86th Avenue North, Maple Grove, MN 55369
https://www.facebook.com/paradigmwealthmanagement/
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $434,291
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, TX, WI

Financial Advisors at Paradigm, Strategies In Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristina Bentzen, financial advisor Maple Grove MN
Kristina M. Bentzen
CRD#: 3120677
11324 86th Avenue North, Maple Grove, MN 55369

Kristina Bentzen (CRD# 3120677) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has over 25 years of experience in the finance industry.

2
William Strand, financial advisor Maple Grove MN
William O. Strand
CRD#: 1384843
11324 86th Avenue North, Maple Grove, MN 55369

William Strand (CRD# 1384843) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has over 38 years of experience in the finance industry.

3
Sean Grote, financial advisor Maple Grove MN
Sean F. Grote
CRD#: 7688513
11324 86th Avenue North, Maple Grove, MN 55369

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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