Sheila P Padden
SP
CFP · PFS
Sheila P Padden
SP
CFP · PFS

Sheila Padden

13 Years of Experience
Chicago, IL

Sheila Padden is a CFP, PFS-designated registered investment advisor at Padden Financial Planning LLC, based in Chicago, IL, with 13 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Padden Financial Planning typically offers specific investment recommendations only to clients under the Open Retainer and on an occasional basis to project retainer clients. There are no fees based on a percentage of your portfolio.

Loading...

Contact

Sheila P Padden
SP
Sheila Padden

Location

Chicago, IL

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Padden Financial Planning LLC
February 2013 - Present · 13 yrs 3 mos
State Registrations2 states
ILTX
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.
Sheila P Padden
SP
Contact
Sheila Padden