BP
BP

Brian Padden

1 Year of Experience
Chicago, IL

Brian Padden is a registered investment advisor at Padden Financial Planning LLC, based in Chicago, IL, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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.

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Location

Chicago, IL

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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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Employment History
Current Registrations
Padden Financial Planning LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - December 2024 · 1 mo
LPL Enterprise, LLCBroker
November 2024 - December 2024 · 1 mo
Prudential Financial Planning Services
July 2024 - November 2024 · 4 mos
Pruco Securities, LLC.Broker
April 2024 - November 2024 · 7 mos
State Registrations1 state
IL
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.