Sean F. Grote

Employer firm

Paradigm, Strategies In Wealth Management, LLC CRD 110372

$314M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Paradigm, Strategies In Wealth Management, Llc
  Maple Grove, MN
• 05/2019 → 08/2019
  Paradigm, Strategies In Wealth Management, Llc
  Maple Grove, MN
• 05/2018 → 08/2018
  U.S. Bancorp
  Rochester, MN
• 06/2017 → 08/2017
  Kalahari Resorts And Conventions
  Wisconsin Dells, WI
• 08/2016 → 05/2020
  University Of Minnesota Duluth
  Duluth, MN
• 08/2013 → 06/2017
  Piggly Wiggly Corporation
  Milton, WI

Other Businesses

09/2020 Best Mark; Non Investment Related; 5500 Feltl Road, Minnetonka, MN; Secret Shopping; Secret Shopper (not an employee, and does not receive compensation for secret shopping, just reimbursements); Monthly Hours: 0-0.25hrs

Designations

• Certified Financial Planner