Paladin Partners

Paladin Partners (CRD# 132024) is a financial advisory firm headquartered in Milwaukee, WI. They manage $95,571,096 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

Po Box 510888, Milwaukee, WI 53203

https://twitter.com/paladin_partner

By the Numbers

Total Assets Under Management

96

MILLION
Total Number of Accounts

105

ACCOUNTS
Average Account Value

$910,201

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Paladin Partners

Showing 1 - 2 of 2 top financial advisors.

William M. Baxter

CRD#: 2816654

Hartland, WI

William Baxter (CRD# 2816654) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 27 years of experience in the finance industry.

Megan L. Prochniak

CRD#: 4667522

Hartland, WI

Megan Prochniak (CRD# 4667522) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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