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PARADIGM WEALTH, LLC
PARADIGM WEALTH, LLC
R2 WEALTH MANAGEMENT PARTNERS
LINCOLN, Nebraska
·
3 registered advisors
·
CRD# 282055
SEC# 801-114893
1
402-489-9375
01
Firm Overview
AUM
$309M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PARADIGM WEALTH, LLC
3 registered advisors
Andrew William Pool
LINCOLN, Nebraska
CRD# 2960290
Robert J Rossi
LINCOLN, Nebraska
CRD# 2972148
Travis N Langemeier
LINCOLN, Nebraska
CRD# 5848844
05
Office Locations
LINCOLN, Nebraska
3 advisors
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Data sourced from SEC Form ADV filings. PARADIGM WEALTH, LLC (CRD# 282055) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.