Padden Financial Planning LLC

Padden Financial Planning LLC (CRD# 166611) is a financial advisory firm headquartered in , . They manage $8,070,578 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $298,910
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Padden Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sheila P. Padden
CRD#: 5921707
Chicago, IL
90
Wealthminder
score

Sheila Padden (CRD# 5921707) is an Investment Advisor Representative working at Padden Financial Planning LLC in Chicago, IL and has 1 year of experience in the finance industry. Sheila Padden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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