James Lord
Advisor at Paladin Financial
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 Financial
Location
Topeka, KS 66611
Credentials
Series 63, Series 65
Industry experience
38 years
About
James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.
Client services
Based on Paladin Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
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
Location
2909 Sw Plass Ct
Topeka, KS 66611
Most active in
James L has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Paladin Legal Services, LLC
2024 - Present (2 years)
Paladin Financial
2023 - Present (3 years)
LORD'S WEALTH PARTNERS, LLC
2020 - 2023 (3 years)
Gradient Securities, LLC
2014 - Present (12 years)
Gradient Wealth Management
2014 - 2023 (9 years)
Lord's Financial Planning
2009 - Present (17 years)
Money Management Financial Planning Serv
1982 - Present (44 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Nicholas S
Series 65, Series 66
Topeka, KS
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Korwin W
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Ryan S
Series 66
Topeka, KS
Next Generation Investing, LLC
Cale Y
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Joel K
Series 66
Topeka, KS
Next Generation Investing, LLC
Roger S
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
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