Advisor at Paladin Financial
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Firm
Paladin Financial
Location
Arden Hills, MN 55126
Credentials
Series 63, Series 65
Industry experience
5 years
Eloisa Robison is a financial advisor at Paladin Financial with Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including Piper Jaffray and Gradient Financial Group, and is involved in administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm uses a variety of investment strategies tailored to clients' objectives and risk tolerance, integrating outside managers and model portfolios while maintaining affiliations with insurance, tax, and legal service providers.
Based on Paladin Financial
Fixed fee between $500 and $25,000 for ongoing financial planning services
All Assets+: 1.50% annually (maximum, negotiable) All Assets+: 1.50% annually for Orion Portfolio Solutions (additional fees ranging 0.08% - 0.45% administration fees, $25 or $50 account maintenance annually, 0.0% to 0.20% strategist fees, 0.35% to 0.70% SMA fees) All Assets+: Co-Advisor Gradient Investments fees: Strategic-Tactical-Allocation-Defined Outcome Portfolios: 1.50% annually (GI 0.50%, PW 1.00%) All Assets+: Co-Advisor Gradient Investments fees: Preservation Portfolios: 1.00% annually (GI 0.40%, PW 0.60%) All Assets+: Co-Advisor Gradient Investments fees: Private Wealth Portfolios: 1.50% annually (GI 0.50%, PW 1.00%)
$350 per hour for one-time financial planning services
Fee-only: Hourly fee of $350 per hour for one-time financial planning services; Fixed fee between $500 and $25,000 for ongoing financial planning services, billed monthly or quarterly
4105 Lexington Avenue North,, Suite 230
Arden Hills, MN 55126
Minnesota
Paladin Legal Services, LLC
2024 - Present (2 years)
Gradient Securities, LLC
2023 - Present (3 years)
Paladin Wealth
2022 - Present (4 years)
Palidin Insurance
2022 - Present (4 years)
Paladin Capital
2022 - 2022 (1 year)
Gradient Investments
2022 - 2022 (1 year)
Gradient Advisors LLC
2022 - 2022 (1 year)
Case Central, LLC
2019 - 2022 (3 years)
Gradient Financial Group
2018 - 2019 (1 year)
Piper Jaffray
2017 - 2018 (1 year)
Digital River
2017 - 2017 (1 year)
Full-Time Student
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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