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Eloisa R

Series 65, Series 63

Arden Hills, MN

Paladin Financial

Eloisa Robison is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at Paladin Services, Paladin Tax Services, Paladin Legal Services, Gradient Securities, and Paladin Wealth. She also provides administrative support for estate planning through Paladin Legal Services. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and engages third-party managers to tailor portfolios according to client objectives.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Cole J

Series 63, Series 66

Arden Hills, MN

Paladin Financial

Cole Jackson is an advisor at Paladin Financial with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Paladin-affiliated entities as well as positions outside financial services, such as working for DoorDash and Carbone's Pizzeria. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans and trusts. The firm employs a range of investment approaches, from long-term purchases to shorter-term trading and options, and offers ERISA 3(21) advisory services for retirement plans.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Jeffery Q

Series 65, Series 63

Arden Hills, MN

Paladin Financial

Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Securities Inc and Union Financial, Inc. He is involved in several related businesses, including providing administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily for individual clients, high-net-worth households, retirement plans, trusts, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment approaches and also provides ERISA 3(21) advisory services for retirement plans.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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