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Debra Jean Minkler

PALADIN ADVISORY GROUP, LLC·CLIVE, Iowa
Clean recordPALADIN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Debra Jean Minkler is a registered financial advisor based in CLIVE, Iowa, affiliated with PALADIN ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PALADIN ADVISORY GROUP, LLC
PALADIN WEALTH PARTNERS
AUM
$187M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PALADIN ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6391658
Firm CRD# 285303
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Debra Jean Minkler offer?
Debra Jean Minkler specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.
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, working with PALADIN ADVISORY GROUP, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
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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Other Advisors at PALADIN ADVISORY GROUP, LLC

Adam Charles Bormann
CLIVE, IA
Timothy Eugene Pratt
CLIVE, IA
Bradley William Clark
CLIVE, IA

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