Paige
Clausen
Origin Financial
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About this Advisor
Paige Clausen is a certified financial planner working out of Milwaukee, Wisconsin, who has 1 year of industry experience. Clausen is an advisor for Origin Financial. Their career trajectory has included roles at Bar Louie, Central Michigan University, Edward Jones, Roberts Financial Services, Inc, Sagepoint Financial, Robert W. Baird & Co and Origin Financial. Clausen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Origin Financial is a financial advisory business based out of Boston, MA. It has $478 thousand in assets under management among its 23 customer accounts, placing it among the smaller firms in the country by assets under management. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the type of services offered. Fee types billed by Origin Financial likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paige Clausen Work History
Paige has been registered as a financial advisor for 1 years.*
Origin Financial
Robert W. Baird & Co
Sagepoint Financial
Bar Louie
Edward Jones
Roberts Financial Services, Inc
Central Michigan University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paige Clausen 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 Origin Financial
Grovetown, GA
Boston, MA
Boston, MA
Fort Worth, TX
Boston, MA
Culver City, CA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
