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Board of Directors · Paradigm, Strategies in Wealth Management, LLC

William O. Strand

CRD 1384843 · Named on Form ADV at one SEC-registered adviser

At a glance

Paradigm, Strategies in Wealth Management, LLC, an SEC-registered wealth manager based in Maple Grove, MN with $314 million in regulatory assets, lists William O. Strand on its Form ADV as Board of Directors, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kristina M. BentzenManaging Member, President, Paradigm, Strategies in Wealth Management, LLC
  • Sean F. GroteManaging Member, and Vice President of Investments and Client Services, Paradigm, Strategies in Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.