Paradigm, Strategies in Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$312,642,865
Clients
218
Advisors
3
of 5 employees
About
Paradigm provides asset management and financial planning to individuals and families, including high‑net‑worth clients. Services include discretionary portfolio management, financial planning and consulting, and management or monitoring of employer‑sponsored plan assets through held‑away account platforms.
The firm combines active and passive strategies grounded in Modern Portfolio Theory and follows a documented five‑step investment process (analyze, design, IPS, implement, monitor) with ongoing discretionary oversight. Paradigm uses third‑party research and aggregation tools (including YCharts and Pontera), has disclosed limited use of AI for operational and client‑service tasks, and may recommend alternative, illiquid investments to clients who meet suitability requirements.
What is noteworthy is the firm’s insurance‑industry ties: the advisory firm and a related insurance entity continue to receive trail compensation from prior insurance sales, and a principal maintains an insurance license solely to service existing contracts. For a small advisory team, Paradigm manages a relatively large asset base and emphasizes held‑away aggregation technology to provide consolidated reporting and management without taking custody.
Client services
Expertise
Fee options
Up to $7,500, payable one-half upon execution and balance at plan presentation, negotiable
$0 - $2,000,000: 1.75% $2,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.65%
Main office
11324 86th Avenue North
Maple Grove MN 55369
Advisors at this office
3
Most active in
California · Florida · Minnesota · Texas · Wisconsin
Also doing business as
Asset Strategy Consultants Of Minnesota LLC · Paradigm, Strategies In Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristina B
Series 63, Series 65
Maple Grove, MN
Paradigm, Strategies in Wealth Management, LLC
Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.
Mason D
Series 65
Maple Grove, MN
Paradigm, Strategies in Wealth Management, LLC
Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.
Sean G
CFP®
Maple Grove, MN
Paradigm, Strategies in Wealth Management, LLC
Sean Grote is a CFP® professional with six years of experience at Paradigm, Strategies in Wealth Management, LLC. Prior to joining Paradigm, he held positions at U.S. Bancorp, Kalahari Resorts and Conventions, the University of Minnesota Duluth, and Piggly Wiggly Corporation. Outside of his advisory work, he occasionally participates in secret shopping activities without compensation. Paradigm provides asset management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a disciplined investment process combining active and passive strategies, uses third-party research and technology tools, and emphasizes held-away account aggregation to manage a substantial asset base.
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