Unclaimed Profile

Nikki Lynn Foley

PALADIN WEALTH, LLC·ARDEN HILLS, Minnesota

SIE, Series 6TO, Series 63, Series 65Clean record1 years registeredPALADIN WEALTH, LLC

4105 LEXINGTON AVENUE NORTH,, ARDEN HILLS, MN 55126CRD# 6784833Firm CRD# 288387

Profile Verification

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

Identity

Nikki Lynn Foley · ARDEN HILLS, MN

Registration

CRD #6784833 · PALADIN WEALTH, LLC · 1 years registered

Brand Profile

Not yet started

Career History

PALADIN CAPITAL

Oct 2024 – present

PALADIN FINANCIAL

Oct 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 63

Series 65

Registration record

First registered · October 11, 2024

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALADIN WEALTH, LLC

CRD 288387 · SEC 801-128300

AUM

$142M

Regulatory assets under management

Employees

1,122 client accounts

Services offered by PALADIN WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALADIN WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Nikki Lynn Foley offer?

Nikki Lynn Foley specializes in Financial Planning, Investment Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.

What are Nikki Lynn Foley's credentials?

Nikki Lynn Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nikki Lynn Foley located?

Nikki Lynn Foley is based in ARDEN HILLS, Minnesota, working with PALADIN WEALTH, LLC. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.

How does Nikki Lynn Foley charge for services?

Nikki Lynn Foley'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 WEALTH, LLC?

PALADIN WEALTH, LLC has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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