A complete list of active advisors currently associated with Paladin Wealth Partners
Warmer can help you find a great advisor at Paladin Wealth Partners or one who fits your needs even better.
Paladin Wealth Partners provides wealth management and advisory services to individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary investment management, standalone financial planning and consulting, and retirement plan consulting tailored to plan sponsors. Portfolios are built primarily with mutual funds and exchange‑traded funds and are managed using a mix of fundamental, technical and charting analysis along with modern portfolio theory, with allocations customized to each client’s objectives, risk tolerance and time horizon. Accounts are monitored on an ongoing basis with internal reviews at least quarterly, and the firm acts as a fiduciary to clients and, where applicable, as an ERISA fiduciary for retirement accounts. Paladin manages roughly $280 million in discretionary assets across a three‑advisor team and about 100 client relationships, a scale that yields a relatively high asset‑per‑advisor ratio for a supported firm. The brochure discloses that certain investment adviser representatives are separately licensed as independent insurance agents who may sell insurance on a commission basis (clients are not required to purchase through them), and the firm maintains an institutional custody relationship that provides access to platform and research services.
To learn more about the advisors currently working at Paladin Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clive, IA
| 23
| |
Clive, IA
| 11
| |
Clive, IA
| 6
|
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