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Bradley William Clark

PALADIN ADVISORY GROUP, LLC·CLIVE, Iowa
Series 7, Series 63, Series 79CFAClean record11 years registeredPALADIN ADVISORY GROUP, LLC
13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA 50325CRD# 4983613Firm CRD# 285303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley William Clark · CLIVE, IA
Registration
CRD #4983613 · PALADIN ADVISORY GROUP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

PALADIN WEALTH PARTNERS
Nov 2016 – present
HJN ADVISORS, LLP
Sep 2014 – Jan 2017
DES MOINES, IA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 79
Registration record
First registered · September 11, 2014
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PALADIN ADVISORY GROUP, LLC
CRD 285303 · SEC 801-112430
AUM
$187M
Regulatory assets under management
Employees
5
252 client accounts
Services offered by PALADIN ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PALADIN ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bradley William Clark offer?
Bradley William Clark specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.
What are Bradley William Clark's credentials?
Bradley William Clark holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bradley William Clark located?
Bradley William Clark is based in CLIVE, Iowa, working with PALADIN ADVISORY GROUP, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Bradley William Clark charge for services?
Bradley William Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALADIN ADVISORY GROUP, LLC?
PALADIN ADVISORY GROUP, LLC has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Adam Charles Bormann
CLIVE, IA
CFP
Debra Jean Minkler
CLIVE, IA
Timothy Eugene Pratt
CLIVE, IA

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