Unclaimed Profile

Debra Jean Minkler

PALADIN ADVISORY GROUP, LLC·CLIVE, Iowa

Series 65Clean record11 years registeredPALADIN ADVISORY GROUP, LLC

13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA 50325CRD# 6391658Firm CRD# 285303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Jean Minkler · CLIVE, IA

Registration

CRD #6391658 · PALADIN ADVISORY GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PALADIN ADVISORY GROUP, LLC

PALADIN WEALTH PARTNERS

Nov 2016 – Jan 2025

CLIVE, IA

HJN ADVISORS, LLP

Oct 2014 – Jan 2017

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 7, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALADIN ADVISORY GROUP, LLC

CRD 285303 · SEC 801-112430

AUM

$187M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Debra Jean Minkler offer?

Debra Jean Minkler specializes in Financial Planning, Investment Management.

What are Debra Jean Minkler's credentials?

Debra Jean Minkler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Jean Minkler located?

Debra Jean Minkler is based in CLIVE, Iowa, last registered with PALADIN ADVISORY GROUP, LLC.

How does Debra Jean Minkler charge for services?

Debra Jean Minkler'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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