PALADIN ADVISORY GROUP, LLC

PALADIN WEALTH PARTNERS
CLIVE, Iowa·4 registered advisors·CRD# 285303
SEC# 801-1124300515-348-6080
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PALADIN ADVISORY GROUP, LLC

4 registered advisors
Adam Charles Bormann
CLIVE, Iowa
Bradley William Clark
CLIVE, Iowa
Debra Jean Minkler
CLIVE, Iowa
Timothy Eugene Pratt
CLIVE, Iowa
05

Office Locations

CLIVE, Iowa
4 advisors

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Data sourced from SEC Form ADV filings. PALADIN ADVISORY GROUP, LLC (CRD# 285303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.