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Douglas Carl Kuhlman

PARADIGM WEALTH MANAGEMENT, LLC·WESTLAKE, Ohio
Clean recordPARADIGM WEALTH MANAGEMENT, LLC
159 CROCKER PARK BLVD, WESTLAKE, OH 44145-8147CRD# 2761722Firm CRD# 148662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Carl Kuhlman · WESTLAKE, OH
Registration
CRD #2761722 · PARADIGM WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Carl Kuhlman is a registered financial advisor based in WESTLAKE, Ohio, affiliated with PARADIGM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PARADIGM WEALTH MANAGEMENT, LLC
PARADIGM WEALTH MANAGEMENT, LLC
AUM
$348M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PARADIGM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)
Regulatory
SEC/IARD CRD# 2761722
Firm CRD# 148662
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Carl Kuhlman offer?
Douglas Carl Kuhlman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Douglas Carl Kuhlman's credentials?
Douglas Carl Kuhlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Carl Kuhlman located?
Douglas Carl Kuhlman is based in WESTLAKE, Ohio, working with PARADIGM WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Douglas Carl Kuhlman charge for services?
Douglas Carl Kuhlman's firm is compensated through percentage of aum, hourly charges, other: selection of other third party money managers (advisors). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARADIGM WEALTH MANAGEMENT, LLC?
PARADIGM WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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