Jeffery
Quick
Paladin Financial
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About this Advisor
Jeffery Quick is a financial advisor based in Saint Paul, Minnesota, working with Paladin Financial. Jeffery has previously held positions at Gradient Financial Group, Principal Life Insurance Company, Principal Securities Inc, Pathway Retirement Planners, Union Financial, Inc, Gradient Securities, LLC, Paladin Financial, and Paladin Insurance, LLC. Jeffery has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota. Currently, Jeffery is part of Paladin Financial, which operates out of Saint Paul, Minnesota. The firm has 1 office and 6 employees. The firm manages assets totaling $113.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Paladin Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paladin Financial Brokerage Details
$113,046,086
6
965
$117,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffery Quick Work History
Gradient Securities, LLC
Paladin Financial
Paladin Insurance, LLC
Union Financial, Inc
Principal Life Insurance Company
Principal Securities Inc
Pathway Retirement Planners
Gradient Financial Group
Disclosures
Please visit the SEC profile of Jeffery Quick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paladin Financial
Saint Paul, MN
Saint Paul, MN
Topeka, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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