Paradigm Wealth Management, LLC

Paradigm Wealth Management, LLC (CRD# 148662) is a financial advisory firm headquartered in Westlake, OH. They manage $143,200,000 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $460,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IL, OH

Financial Advisors at Paradigm Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Margaret M. Quinn
CRD#: 1132828
200 E Randolph, Suite 5100, Chicago, IL 60601
96
Wealthminder
score

Margaret Quinn (CRD# 1132828) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Chicago, IL and has over 31 years of experience in the finance industry. Margaret Quinn 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
Douglas C. Kuhlman
CRD#: 2761722
159 Crocker Park Blvd, Suite 400, Westlake, OH 44145
93
Wealthminder
score

Douglas Kuhlman (CRD# 2761722) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has over 18 years of experience in the finance industry.

3
Marnie R. Randel
CRD#: 6428658
159 Crocker Park Blvd, Suite 400, Westlake, OH 44145
90
Wealthminder
score

Marnie Randel (CRD# 6428658) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has 1 year of experience in the finance industry. Marnie Randel 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.