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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2004
- Office Locations
- 1
Office Locations
About Paladin Partners
Paladin Partners, LLC is an independent, fee-only fiduciary planning and investment firm serving families, professionals, entrepreneurs, and closely held family enterprises in the Milwaukee, Wisconsin area. The team delivers comprehensive financial planning, customized investment strategies with ongoing portfolio monitoring, and project-based consulting for business planning, succession, and benefit plans. Member of NAPFA; client portal available.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM MICHAEL BAXTER
Managing Partner, Partner
- CRD
- #2816654
- Ownership
- 50% but less than 75%
MEGAN LYNN PROCHNIAK
Partner
- CRD
- #4667522
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,292,704 | -- |
| Non-Discretionary | $0 | -- |
| Total | $180,292,704 | -- |
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Separately Managed Accounts
Total SMA Asset: $180,292,704
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $111,833,268 | 13.4% |
| Public Funds | $240,358,068 | 28.8% |
| Cash | $167,749,902 | 20.1% |
| Municipal Bonds | $314,635,387 | 37.7% |
| Total | $834,576,625 | 100.0% |