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Paige M. Clausen

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CRD#: 6232699
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paige Marie Clausen, CFP® was a registered financial professional .

Paige is a previously registered financial professional and started their career in finance in 2013. Paige had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Past

March 1, 2024 - May 19, 2026

FRUITFUL

RIA
CRD#: 322603
Bend, OR
Past

December 13, 2023 - December 31, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
Waukesha, WI
Past

May 5, 2023 - September 28, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ALBANY, NY
Past

September 30, 2022 - April 17, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
Milwaukee, WI
Past

October 5, 2015 - September 29, 2022

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MEQUON, WI
Past

October 5, 2015 - September 29, 2022

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MEQUON, WI
Past

May 28, 2015 - September 22, 2015

OSAIC SERVICES, INC.

RIA
CRD#: 133763
MARQUETTE, MI
Past

January 13, 2014 - September 22, 2015

OSAIC SERVICES, INC.

BD
CRD#: 133763
MARQUETTE, MI
Past

November 11, 2013 - December 3, 2013

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

September 16, 2013 - December 3, 2013

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FR
FRUITFUL
FRUITFUL | FRUITFUL, INC. | FRUITFUL ADVISORY, LLC

CRD#: 322603 / SEC#: 801-126497

RIA
Registered Investment Advisory firm - (9/16/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2013
General Securities Representative Examination

Current Firm

FR
FRUITFUL
FRUITFUL | FRUITFUL, INC. | FRUITFUL ADVISORY, LLC

CRD#: 322603 / SEC#: 801-126497

RIA
Registered Investment Advisory firm - (9/16/2022 Approved)
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Contact information

Main Address
335 Madison Ave., Suite 5h, New York, NY 10017
Mailing Address
Phone number
(833) 784-8050
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRUITFUL ADVISORY LLC (3/20/2026)

Regulatory assets under management

Total Number of Accounts620
AUM (Assets Under Management)$ 25,205,403

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FRUITFUL

CRD#: 322603

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