Unclaimed Profile

Robert J Rossi

PARADIGM WEALTH, LLC·LINCOLN, Nebraska

Clean recordPARADIGM WEALTH, LLC

8101 O STREET, LINCOLN, NE 68510CRD# 2972148Firm CRD# 282055

Profile Verification

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

Identity

Robert J Rossi · LINCOLN, NE

Registration

CRD #2972148 · PARADIGM WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert J Rossi is a registered financial advisor based in LINCOLN, Nebraska, affiliated with PARADIGM WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PARADIGM WEALTH, LLC

R2 WEALTH MANAGEMENT PARTNERS

AUM

$309M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARADIGM WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2972148

Firm CRD# 282055

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert J Rossi offer?

Robert J Rossi specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are Robert J Rossi's credentials?

Robert J Rossi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert J Rossi located?

Robert J Rossi is based in LINCOLN, Nebraska, working with PARADIGM WEALTH, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Robert J Rossi charge for services?

Robert J Rossi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARADIGM WEALTH, LLC?

PARADIGM WEALTH, LLC has approximately 8 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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