Jack Ekholm
Advisor at Paladin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Paladin Capital
Location
Arden Hills, MN 55126
Credentials
Series 66
Industry experience
1 year
About
Jack Ekholm is a financial advisor with Paladin Financial, holding a Series 66 designation and one year of industry experience. He has worked across multiple Paladin-affiliated entities, including Paladin Capital, Paladin Wealth, and Paladin Legal Services. Outside of his advisory roles, he performs administrative services for estate planning through Paladin Legal Services. Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and ERISA 3(21) fiduciary services. The firm employs a multi-faceted investment approach tailored to clients’ objectives and risk tolerance, integrating third-party managers and model portfolios, and maintains affiliations with broker-dealers and related service providers.
Client services
Based on Paladin Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fixed fees for financial planning services ranging from $500 to $25,000.
1.50% annually (flat rate on entire portfolio, negotiable)
$350 per hour for financial planning services.
Minimum fee: $15 quarterly service fee technology fee per account or investment strategy for performance and reporting.
Location
4105 Lexington Avenue North, Suite 230
Arden Hills, MN 55126
Most active in
Jack E has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Paladin Capital, LLC
2025 - Present (1 year)
Paladin Wealth, LLC
2025 - Present (1 year)
Paladin Legal Services, LLC
2024 - Present (2 years)
Gradient Securities, LLC
2024 - Present (2 years)
Paladin Insurance
2024 - Present (2 years)
Life Time Athletic
2024 - 2025 (1 year)
Paladin Capital
2024 - 2025 (1 year)
Paladin Wealth
2024 - 2025 (1 year)
Global Insurance Accelerator
2024 - 2024 (1 year)
DoorDash
2023 - 2024 (1 year)
Drake University
2023 - 2024 (1 year)
Deloitte Consulting
2023 - 2023 (1 year)
Principal Financial Group
2022 - 2023 (1 year)
Allianz Life Insurance Company of North America
2022 - 2022 (1 year)
Life Time Athletic
2021 - 2022 (1 year)
DoorDash
2021 - 2022 (1 year)
Drake University
2021 - 2022 (1 year)
Travelers
2021 - 2021 (1 year)
Drake University
2021 - 2021 (1 year)
Life Time Athletic
2020 - 2021 (1 year)
Full-Time Education
2020 - 2024 (4 years)
DoorDash
2020 - 2020 (1 year)
Life Time Athletic
2019 - 2020 (1 year)
Life Time Athletic
2018 - 2018 (1 year)
Full-Time Education
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Samuel S
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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