Paladin Financial

Overview

Paladin Financial is an SEC registered investment adviser based in Arden Hills, MN, registered since 2017. It reports $217M in assets under management across 1,477 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$217M

Discretionary

100%

Accounts

1,477

Average account

$147K

Employees

8

Advisory reps

4

Registered since

2017

Jurisdictions

9

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jeffrey Allen Foley Chief Compliance Officer, Managing Member CRD 4237174
• Nikki Lynn Foley Member CRD 6784833

Advisory reps 3 of 4

• Cole Jackson Registered Rep · Investment Adviser Rep CRD 7977796
• James R Lord Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1309083
• Jeffery James Quick Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6642718

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

4105 Lexington Ave N Ste 230
Arden Hills, MN 55126

County

Ramsey

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: paladinfinancialcomra.com

Every state, with registration dates

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