Jeffery Quick (CRD# 6642718) is an Investment Advisor Representative working at Paladin Financial in Arden Hills, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Arden Hills, MN | Jan 2021 - Current | 3 |
| Paladin Financial | Arden Hills, MN | Jan 2021 - Current | 3 |
| Paladin Insurance, LLC | Arden Hills, MN | Jan 2021 - Current | 3 |
| Union Financial, Inc. | Minnetonka, Mn, MN | Sep 2019 - Jan 2021 | 1 |
| Principal Securities Inc. | Minnetonka, MN | May 2016 - Jan 2021 | 4 |
| Principal Life Insurance Company | Minnetonka, MN | May 2016 - Dec 2020 | 4 |
| Pathway Retirement Planners | Minneapolis, MN | May 2015 - May 2016 | 1 |
| Gradient Financial Group | Arden Hills, MN | Oct 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- MN
-
Total Assets Under Management113MILLIONS
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Total Number of Accounts965ACCOUNTS
-
Average Account Value$117,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, IA, KS, MN, MO, SD, TX, WI
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