Adam Bormann is a CFP-designated registered investment advisor at Paladin Wealth Partners, based in Clive, IA, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paladin Wealth Partners charges a percentage of the assets they manage. The maximum annual investment management fee is 1.35% for both discretionary and non-discretionary services. The fee is typically paid quarterly, in advance.
Location
13375 University Avenue, Suite 300, Clive, IA, 50325
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Ausdal Financial Partners, INC.Broker
Hjn Advisors, LLP
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Rsm Mcgladrey, INC.
Birchtree Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.