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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
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 |
- MN
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts24ACCOUNTS
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Average Account Value$123,970
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN, WI
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