This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex bridge
- Established Date
- 05-02-2017
- Office Locations
- 2
Office Locations
About Paladin Financial
Paladin Financial is an Arden Hills, MN retirement-focused RIA providing holistic planning across retirement income, asset allocation and risk, tax strategies, and legacy planning. Its five-step process uses tools like the Color of Money risk analysis and Social Security maximization reports, backed by third-party research. Clients get 24/7 document and account access via Generational Vault (with ByAllAccounts/Wealth Watch); Schwab is a key custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY ALLEN FOLEY
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4237174
- Ownership
- 50% but less than 75%
Nikki Lynn Foley
Certified Financial Planner, CHIEF MARKETING OFFICER, Managing Member
- CRD
- #6784833
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MATTHEW AARON BRYANT
Investment Advisor Representative
- CRD
- #6120694
Jack Robert Ekholm
--
- CRD
- #7936920
Radial glacier
Wave alpha
- CRD
- #81576
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,918,496 | $143,323 |
| Non-Discretionary | $0 | -- |
| Total | $216,918,496 | $143,323 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $216,918,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $443,136,532 | 15.4% |
| Equity - Exchange | $866,130,494 | 30.1% |
| Other | $776,927,685 | 27.0% |
| Cash | $368,321,273 | 12.8% |
| Equity - OTC | $422,993,962 | 14.7% |
| Total | $2,877,509,946 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS SUMMIT | CAPITAL UNISON | ZAFDF37YV | UDA | 8.96% | $73,575,031 |
| SUMMIT PRIME | DELTA MOMENTUM | FGSZVZXKG | JPM | 5.29% | $85,375,113 |
| CATALYST VALUE | PATHWAY RIDGE | UVK9B750N | UCKT | 5.30% | $57,879,817 |
| FOUNDATION EMBER EAGLE | FOUNDATION EAGLE | 55C3RIGRJ | SFATC | 8.71% | $75,945,809 |
| RIDGE UNISON CREST | UNISON GLACIER | OMQFYFEJR | JBAKE | 10.95% | $1,666,827 |
| EAGLE OPTIMA UNISON | TIMBER HARBOR | EVJK08200 | SIL | 11.87% | $18,609,922 |
| QUANTUM BEACON FOUNDATION | HORIZON INSIGHT | VYJ25ZSSL | SLN | 1.58% | $59,466,232 |
| ATLAS RIDGE | INSIGHT MERIDIAN | OXOOLQGFM | TGK | 5.76% | $18,871,343 |