PALADIN ADVISORY GROUP, LLC
Legal name: PALADIN WEALTH PARTNERS
CRD #285303 SEC #801-112430 CLIVE, IA 515-348-6080
SEC Registered
Total AUM
$213.6M
Discretionary
$213.6M
Employees
4
Clients
10
Accounts
283
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | D | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | D | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| CLARK, BRADLEY, WILLIAM | I | MANAGING MEMBER, CIO, CCO | C | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | C | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | C | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | C | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | C | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | C | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | C | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | C | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | C | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | C | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | C | Control |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| BORMANN, ADAM, CHARLES | I | MANAGING MEMBER | B | |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| MINKLER, DEBRA, JEAN | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
| PRATT, TIMOTHY, EUGENE | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (2)
IA TX
Address
13375 UNIVERSITY AVENUE, SUITE 300CLIVE, IA 50325
United States
Phone: 515-348-6080