Palen Financial LLC
Palen Financial LLC (CRD# 144892) is a financial advisory firm headquartered in Davenport, IA. They manage $16,500,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$110,000
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Ballheim (CRD# 5812321) is an Investment Advisor Representative working at Palen Financial LLC in Davenport, IA and has over 7 years of experience in the finance industry.
Frederick Palen (CRD# 840329) is an Investment Advisor Representative working at Palen Financial LLC in Davenport, IA and has over 29 years of experience in the finance industry.