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PALADIN FINANCIAL

ARDEN HILLS, MN · CRD 288387 · IAPD ↗ · 651-842-8406

$216.9MRegulatory AUM
8Advisory reps
8Employees
13Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
January 2026 — PALADIN FINANCIAL notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
November 2024 — PALADIN FINANCIAL changed its website from paladinfinancial.com to thefinancialhq.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
November 2024 — PALADIN FINANCIAL reported RAUM up 26% ($113.0M -> $142.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — PALADIN FINANCIAL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
February 2024 — PALADIN FINANCIAL notice-filed in IA, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.