TrueAdvisor
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AB
CFP
AB
CFP

Adam Bormann

Paladin Wealth Partners
23 Years of Experience
Clive, IA
Sells Insurance
View SEC Summary
View SEC Summary

Adam Bormann is a CFP-designated registered investment advisor at Paladin Wealth Partners, based in Clive, IA, with 23 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 102 clients with $280M in assets under management.

Paladin Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
102 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$279.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

The maximum annual investment management fee is 1.35%. Fees are negotiable depending on the size and scope of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13375 University Avenue, Suite 300, Clive, IA, 50325

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam sells various insurance products, including life, disability income, long-term care, and fixed annuities, through a brokerage general agency since 2014. This activity requires a few hours per week.

Employment History
Current Registrations
Paladin Wealth Partners
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
April 2014 - November 2016 · 2 yrs 7 mos
Hjn Advisors, LLP
April 2014 - January 2017 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.
March 2011 - April 2014 · 3 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
March 2011 - April 2014 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - March 2011 · 2 mos
Wells Fargo Advisors, LLC
January 2011 - March 2011 · 2 mos
Wells Fargo Investments, LLCBroker
May 2008 - January 2011 · 2 yrs 8 mos
Wells Fargo Investments, LLC
May 2008 - January 2011 · 2 yrs 8 mos
Rsm Mcgladrey, INC.
October 2006 - May 2008 · 1 yr 7 mos
Birchtree Financial Services, INC.Broker
December 2005 - May 2008 · 2 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
December 2001 - January 2005 · 3 yrs 1 mo
State Registrations1 state
IA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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