Kaleb K. Paddock
TEN TALENTS FINANCIAL PLANNING LLC
Parker, CO 80134
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CRD#: 6428919
Professional summary
Kaleb Kevin Paddock, CFP® is a registered financial advisor currently at TEN TALENTS FINANCIAL PLANNING LLC located in Parker, Colorado.
Kaleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kaleb has worked at 3 firms and has passed the Series 65 exam.
Biography
I'm blessed to be the Founder of Ten Talents Financial Planning, LLC. Everything I do as a financial planner, I do because I believe in helping families take control of their financial future! I do this by designing thoughtful, creative, deeply personal financial road maps that put the interests of our firm's client-families first.
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, CO. I work with clients in Colorado and also across the country virtually (video chat/phone calls).
My clients are eyeing retirement decisions, often work at tech firms, or have experienced a sudden money event (inheritance, property sale, business sale, stock IPO, gift).
I love bringing clarity and confidence to your financial situation and I'm passionate about helping you define retirement on your terms.
I grew up in historic Grass Valley, California. My Finance degree was earned at The Master's University and my professional resume includes designing 401(k) plans for business owners and advising Silicon Valley executives on retirement planning and investment management.
My wife, our three young sons, and I live in beautiful Parker, CO. When I'm not crafting financial plans, I enjoy playing basketball, actively participating in our local church, going on family hikes, coaching youth sports, and eating at Jersey Mike's. (#13 all the way!)
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Inheritance
Investment Planning
Social Security Planning
Do you have an area of expertise or specialization?
Charitable Giving
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kaleb Kevin Paddock's CRS (Customer Relationship Summary).
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®
Start date: 2016
Experience
Current
August 9, 2018 - Present
TEN TALENTS FINANCIAL PLANNING LLC
Office #1: 11479 S Pine Dr., Parker, CO 80134RIA
CRD#: 297195
Parker, CO
Past
March 21, 2018 - May 31, 2018
ASPIRIANT, LLC
RIA
CRD#: 146720
Mountain View, CA
Past
January 1, 2016 - March 28, 2017
STANFORD INVESTMENT GROUP, INC.
RIA
CRD#: 10331
MOUNTAIN VIEW, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/14/2018)
IAR
Colorado(8/9/2018)
IAR
Texas(4/2/2019)
Current Firm
TEN TALENTS FINANCIAL PLANNING LLC
TEN TALENTS FINANCIAL PLANNING LLC
CRD#: 297195 / SEC#:
California
Registered Investment Advisory firm - (8/13/2018 Approved)Colorado
Registered Investment Advisory firm - (8/9/2018 Approved)Texas
Registered Investment Advisory firm - (3/29/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11479 S Pine Dr., Parker, CO 80134
Mailing Address
Phone number
(720) 710-0939
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 39,774,542 |
Red Flags
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