Jeffrey Foley
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
CFP®, Series 63, Series 66
Industry experience
23 years
About
Jeffrey Foley is a CFP® professional with 23 years of industry experience, currently serving at Paladin Financial in Arden Hills, MN. His prior roles include positions at Gradient Securities, LLC and Gradient Investments, LLC. He is also involved in providing 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 offering discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct investment programs tailored to clients’ objectives and risk tolerance, integrating outside managers and model portfolios within a network of affiliated advisory and non-advisory entities.
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
Jeffrey F has reported serving >5 clients in these states in the last 12 months.
Kansas · Minnesota · Texas
Work history
Gradient Investments, LLC
2022 - 2022 (1 year)
Gradient Securities, LLC
2017 - Present (9 years)
Paladin Wealth, LLC
2017 - Present (9 years)
Paladin Capital, LLC
2017 - Present (9 years)
Gradient Securities, LLC
2009 - 2017 (8 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
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.
Peter O
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Justin M
Series 66
Woodbury, MN
VIP Financial Associates
Aimee H
CFP®, Series 63
Edina, MN
The Hatlestad Group
Donovan C
Series 65
St. Louis Park, MN
Carson Capital
Paula L
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")