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 $128,600,000 in 571 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • Average Account Value
    $225,219
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, MN, TX, WI

Financial Advisors at Paradigm, Strategies In Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anita E. Kalafut
CRD#: 2715167
11324 86th Avenue North, Maple Grove, MN 55369
96
Wealthminder
score

Anita Kalafut (CRD# 2715167) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has over 20 years of experience in the finance industry. Anita Kalafut 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.

2
Kristina M. Bentzen
CRD#: 3120677
11324 86th Avenue North, Maple Grove, MN 55369
93
Wealthminder
score

Kristina Bentzen (CRD# 3120677) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has over 18 years of experience in the finance industry.

3
William O. Strand
CRD#: 1384843
11324 86th Avenue North, Maple Grove, MN 55369
93
Wealthminder
score

William Strand (CRD# 1384843) is an Investment Advisor Representative working at Paradigm, Strategies In Wealth Management, LLC in Maple Grove, MN and has over 31 years of experience in the finance industry.

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