Jeffrey Foley, financial advisor Arden Hills MN

Jeffrey Foley

CRD Number: 4237174
Current Firm: Paladin Capital

Jeffrey Foley (CRD# 4237174) is an Investment Advisor Representative working at Paladin Capital in Arden Hills, MN and has over 23 years of experience in the finance industry. Jeffrey Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN Jul 2017 - Current 6
Paladin Capital, LLC Arden Hills, MN Mar 2017 - Current 7
Paladin Insurance, LLC Arden Hills, MN Mar 2017 - Current 7
Paladin Wealth, LLC Arden Hills, MN Mar 2017 - Current 7
Gradient Investments, LLC Arden Hills, MN Feb 2022 - May 2022 < 1
Gradient Securities, LLC Arden Hills, MN Jun 2009 - Jun 2017 8
Gradient Advisors, LLC Arden Hills, MN Feb 2010 - Apr 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jeffrey A. Foley
Phone Number: 651-842-8406
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $123,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

MN, WI

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