Chief Marketing Officer/managing Member · Paladin Financial
Nikki L. Foley
CRD 6784833 · Named on Form ADV at one SEC-registered adviser
At a glance
Paladin Financial, an SEC-registered wealth manager based in Arden Hills, MN with $217 million in regulatory assets, lists Nikki L. Foley on its Form ADV as Chief Marketing Officer/managing Member.
Firms and roles
- Paladin FinancialChief Marketing Officer/managing MemberWealth manager · Arden Hills, MN · $217M in regulatory assets
AtlasMembers
Nikki’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
- Locked
- When each role began
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- Each firm’s assets and growth
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- 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
- Jeffrey A. FoleyChief Compliance Officer/managing Member, Paladin Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nikki’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.