Paladin Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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, trusts, and other entities. The firm’s services described in the brochure include discretionary asset management (including through Orion Portfolio Solutions), ERISA 3(21) plan advisory services, client‑directed accounts, and one‑time and ongoing financial planning and consulting.
The firm typically implements portfolio strategies on a discretionary basis and uses fundamental, technical, and cyclical analysis across a range of approaches from long‑term purchases to shorter‑term trading and options; it also engages third‑party managers and platform solutions and documents client objectives and restrictions to tailor portfolios. For retirement plans, Paladin generally acts as a limited‑scope ERISA 3(21) adviser, assisting with investment policy development, investment option monitoring, and participant education while leaving final selection authority with the plan sponsor.
Paladin’s brochure discloses several uncommon business features for a firm of its size: affiliations with a broker‑dealer and with other registered investment advisers, ownership interests in related insurance and professional service entities, and fee‑sharing and incentive arrangements with third‑party managers. The firm also notes receipt of external economic benefits (such as sponsored events and advisor‑level vendor programs) and indicates the use of endorsements in advertising, all of which are disclosed as potential conflicts of interest and managed through policies and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Ongoing financial planning services charged fixed fees ranging from $500 to $25,000, billed monthly or quarterly
1.50% annual maximum, negotiable
Investment advisor representatives may receive commissions as registered representatives of unaffiliated broker dealers; additional commission-based compensation may apply for insurance products.
One-time financial planning services offered at $350 per hour
Main office
See office4105 Lexington Avenue North, Suite 230
Arden Hills MN 55126
Advisors at this office
3
Offices (2)
Most active in
Arizona · Florida · Iowa · Kansas · Minnesota · Missouri · South Dakota · Texas · Wisconsin
Also doing business as
Lord's Financial Planning · Paladin Financial · Paladin Wealth · Paladin Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James L
Series 63, Series 65
Topeka, KS
Paladin Financial
James Lord is a financial advisor at Paladin Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Gradient Securities, LLC, and LORD'S WEALTH PARTNERS, LLC. Outside of his advisory roles, he is involved in recording motivational radio spots for a program called 90 Seconds to a Greater You. 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, trusts, and other entities. The firm employs a range of investment approaches from long-term purchases to shorter-term trading and options, and offers specialized services for retirement plans as a limited-scope ERISA 3(21) adviser.
Eloisa R
Series 63, Series 65
Arden Hills, MN
Paladin Financial
Eloisa Robison is a financial advisor at Paladin Financial with Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at Paladin Wealth, Gradient Securities, and Piper Jaffray. She is also involved with Paladin Legal Services, providing administrative support for estate planning. 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 approaches, utilizing fundamental, technical, and cyclical analysis, and provides ERISA 3(21) plan advisory services among other financial consulting.
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.
Jeffery Q
Series 63, Series 65
Arden Hills, MN
Paladin Financial
Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience and holds Series 63 and Series 65 licenses. His career includes roles at Union Financial, Principal Securities, and Principal Life Insurance Company before joining Paladin Financial in 2021. He is involved in multiple related business entities within the Paladin group, including tax, insurance, and legal services. 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, trusts, and other entities. The firm uses a variety of investment approaches and offers ERISA 3(21) advisory services, combining fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives.
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