Douglas C. Kuhlman

PARADIGM WEALTH MANAGEMENT

Westlake, OH 44145-8147

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CRD#: 2761722

Professional summary

Douglas Carl Kuhlman is a registered financial advisor currently at PARADIGM WEALTH MANAGEMENT, LLC located in Westlake, Ohio.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Douglas has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. AMICI 422 LLC - WILLOUGHBY, OH; START DATE: 06/2011; NON-INVESTMENT RELATED; TITLE: INVESTOR; DESCRIPTION: MAKE INVESTMENTS INTO ALTERNATIVE TYPES OF INVESTMENTS (LLC INVESTED IN THREE HOTELS, AN APARTMENT COMPLEX AND AN AGRICULTURAL FARM BUSINESS). 1 HOUR PER MONTH. 2. DJ WILD LLC - 24733 LAKE ROAD, BAY VILLAGE, OH 44140; START DATE: 11/2017; NON-INVESTMENT RELATED; TITLE: MEMBER; DESCRIPTION: LLC HAS ONE INVESTMENT IN A HEALTH CARE OPERATION; 1 HOUR PER YEAR. 3. FAIRIVIEW 22591 LLC - 4200 ROCKSIDE ROAD, SUITE 208, INDEPENDENCE, OH 44131; START DATE: 02/2017; NON-INVESTMENT RELATED; TITLE: CO-OWNER; DESCRIPTION: PURCHASED A BUILDING AND RECEIVED PASSIVE INCOME FROM PROPERTY; 1 HOUR PER YEAR. 4. EDGE SPORTS ACADEMY - START DATE: 2018; NON-INVESTMENT RELATED; TITLE: COACH; DESCRIPTION: COAHCING DAUGHTER'S SOCCER TEAM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Carl Kuhlman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 19, 2008 - Present

PARADIGM WEALTH MANAGEMENT, LLC

Office #1: 159 Crocker Park Blvd Suite 100, Westlake, OH 44145-8147

RIA

CRD#: 148662

Westlake, OH

Past

January 1, 2000 - October 13, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WESTLAKE, OH

Past

March 1, 1999 - October 13, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, OH

Past

July 25, 1996 - January 21, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARADIGM WEALTH MANAGEMENT, LLC

CRD#: 148662 / SEC#: 801-69719

RIA

Registered Investment Advisory firm - (11/18/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/19/2008)

IAR

Texas
(5/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/24/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARADIGM WEALTH MANAGEMENT, LLC

CRD#: 148662 / SEC#: 801-69719

RIA

Registered Investment Advisory firm - (11/18/2008 Approved)

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Contact information

Main Address

159 Crocker Park Blvd Suite 100, Westlake, OH 44145-8147

Mailing Address

Phone number

(440) 892-5900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A PARADIGM WEALTH MANAGEMENT LLC (3/6/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 475,628,112

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Douglas C. Kuhlman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Carl Kuhlman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

PARADIGM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2005

Series 63

Date: 3/11/1999

Series 7

Date: 7/16/1998

Series 6

Date: 7/24/1996

Current Firm

PARADIGM WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARADIGM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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