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Robert J Rossi

PARADIGM WEALTH, LLC·LINCOLN, Nebraska
Unclaimed Profile
8101 O STREET, LINCOLN, NE 68510CRD# 2972148Firm CRD# 282055
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PARADIGM WEALTH, LLC
R2 WEALTH MANAGEMENT PARTNERS
AUM
$309M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PARADIGM WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2972148
Firm CRD# 282055
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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