Arden Hills, MN Office
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Paladin Financial
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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.
Based on Paladin Financial
Expertise
Based on Paladin Financial
Location
4105 Lexington Avenue North, Suite 230
Arden Hills MN 55126
Advisors at this office
3
Advisors at this office
Eloisa R
Series 65, Series 63
Arden Hills, MN
Paladin Financial
Eloisa Robison is a financial advisor at Paladin Financial with Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Paladin Wealth, Gradient Securities, and Piper Jaffray. She also provides administrative services 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 and works with third-party managers while tailoring portfolios to client objectives and restrictions.
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 65, Series 63
Arden Hills, MN
Paladin Financial
Jeffery Quick is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Union Financial, Principal Securities, and Principal Life Insurance Company. He is also involved in administrative services for estate planning through Paladin Legal Services, LLC. 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, including fundamental, technical, and cyclical analysis, and offers ERISA 3(21) plan advisory services with tailored portfolio solutions.
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