Member · Paladin Partners
Megan L. Prochniak
CRD 4667522 · Named on Form ADV at one SEC-registered adviser
At a glance
Paladin Partners, an SEC-registered wealth manager based in Hartland, WI with $199 million in regulatory assets, lists Megan L. Prochniak on its Form ADV as Member, a control person.
Firms and roles
- Paladin PartnersMemberWealth manager · Hartland, WI · $199M in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William M. BaxterManaging Member, Chief Compliance Officer, Paladin Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.