Michelle U Gass
CFP®Professional Summary
Michelle U Gass, CFP® is a registered financial advisor currently at PARADIGM ADVISORS, LLC located in Dallas, Texas. Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michelle has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Estate & Legacy Planning
Specializations
Biography
I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
Contact Information
Main Address
8201 Preston Road Suite 310, Dallas, TX 75225Mailing Address
6125 Luther Lane #225, Dallas, TX 75225Phone Number
(214) 756-6066# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
372AUM (Assets Under Management)
$136,135,723Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
State Registrations and Notice Filings
(2/16/2017)
(1/4/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michelle U Gass's CRS (Customer Relationship Summary).
Services Offered by Michelle
- Financial Planning
- Investment Management
- Estate & Legacy Planning
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