Advisor at Palen Financial LLC
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Frederick Palen is the sole advisor at Palen Financial LLC in Davenport, IA, holding a Series 63 designation with 27 years of industry experience. He has operated Palen Financial since 2010 and has also been involved with Cargill Hybrid Seed Inc. since 1982. In addition to his advisory work, he offers non-variable insurance products, including group benefits and Medicare-related insurance. Palen Financial provides investment supervisory services, financial planning, and retirement plan administration to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm integrates insurance and annuity products alongside traditional securities in portfolio construction, tailoring advice to clients' income, tax situation, time horizon, and risk tolerance.
$500 to $1,000 for financial planning services
$1 - $200,000: 1.55% $200,001 - $400,000: 1.40% $400,001+: 1.30%
$162.00 per hour for financial planning services
Account minimum: $500,000
Davenport, IA
Illinois · Iowa
Palen Financial LLC (144892)
2010 - Present (16 years)
Cargill Hybrid Seed Inc
1982 - Present (44 years)
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