Paladin Financial

James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.

Eloisa Robison is a financial advisor at Paladin Financial with Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including Piper Jaffray and Gradient Financial Group, and is involved in administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm uses a variety of investment strategies tailored to clients' objectives and risk tolerance, integrating outside managers and model portfolios while maintaining affiliations with insurance, tax, and legal service providers.

Jeffery Quick is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms including Principal Securities Inc., Union Financial, and currently holds roles at Paladin Financial, Paladin Insurance, Gradient Securities, and Paladin Legal Services. Quick is also involved in administrative and estate planning services through Paladin Legal Services. Paladin Wealth, LLC provides discretionary portfolio management, financial planning, and fiduciary services to individual clients, high-net-worth households, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, integrating outside managers and model portfolios, and maintains affiliations with broker-dealer registrations and related entities offering insurance, tax, and legal services.