Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gass is an investment advisor representative with Paradigm Advisors, LLC. Michelle is registered with the state of Texas and Arkansas. Michelle has been with Paradigm Advisors, LLC since December 1995. Michelle holds a Series 65 license and is a Certified Financial Planner. Michelle's firm has a total of 273 clients and manages $85,614,462 in assets under management. Michelle's advisory services include financial planning, educational seminars, and portfolio management for individuals. Michelle is also a managing member of Rockwood Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/04/2017 - Present
Paradigm Advisors, LLC (DALLAS TX)
IA
Issued 08/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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