Unclaimed Profile

Sean F. Grote

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC·MAPLE GROVE, Minnesota

Clean record3 years registeredPARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

11324 86TH AVENUE NORTH, MAPLE GROVE, MN 55369CRD# 7688513Firm CRD# 110372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean F. Grote · MAPLE GROVE, MN

Registration

CRD #7688513 · PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC · 3 years registered

Brand Profile

Not yet started

Career History

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

Jan 2023 – present

Registrations & Exams

Registration record

First registered · January 26, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

CRD 110372 · SEC 801-79270

AUM

$276M

Regulatory assets under management

Employees

635 client accounts

Services offered by PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sean F. Grote offer?

Sean F. Grote specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAPLE GROVE, Minnesota for a consultation.

What are Sean F. Grote's credentials?

Sean F. Grote is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean F. Grote located?

Sean F. Grote is based in MAPLE GROVE, Minnesota, working with PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.

How does Sean F. Grote charge for services?

Sean F. Grote's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC?

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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