ER
Eloisa Robison
PALADIN FINANCIAL
Arden Hills, MN 55126
Some features on this profile are disabled
CRD#: 6876051
ER
Professional summary
Eloisa Robison is a registered financial advisor currently at PALADIN FINANCIAL located in Arden Hills, Minnesota and GRADIENT SECURITIES, LLC located in Arden Hills, Minnesota.
Eloisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Eloisa has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
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.
1. Paladin Financial & Paladin Insurance; Investment Related; 4105 Lexington Ave N Suite 230, Arden Hills, MN 55126; Financial Services; Insurance Agent/IAR; Start 6/2022; 160 hours per month; 140 hours during securities trading hours; Financial planning. 2. Paladin Insurance; Investment Related; 4105 Lexington Ave N Suite 230, Arden Hills, MN 55126; Insurance; Insurance Agent; Start 3/2022; 0 hours per month; 0 hours during securities trading hours; Accident, Life and Health insurance license. 3. PALADIN LEGAL SERVICES, LLC; INV RELATED; 4105 LEXINGTON AVE N, SUITE 230, ARDEN HILLS, MN 55126; ADMIN, SALES, MARKETING; START 08/2024; 5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDES ADMINISTRATIVE SERVICES FOR ESTATE PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Eloisa Robison'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®
NoneExperience
Current
July 8, 2022 - Present
PALADIN FINANCIAL
Office #1: 4105 Lexington Avenue North, Suite 230, Arden Hills, MN 55126RIA
CRD#: 288387
Arden Hills, MN
Current
February 11, 2023 - Present
GRADIENT SECURITIES, LLC
Office #1: 4105 Lexington Ave N Suite 230, Arden Hills, MN 55126RIA
BD
CRD#: 127701
Arden Hills, MN
Past
July 8, 2022 - July 20, 2023
PALADIN CAPITAL
RIA
CRD#: 288037
ARDEN HILLS, MN
Past
April 8, 2022 - June 23, 2022
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Minneapolis, MN
Past
October 22, 2020 - April 4, 2022
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
ARDEN HILLS, MN
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".
PF
PALADIN FINANCIAL
LORD'S FINANCIAL PLANNING | PALADIN WEALTH, LLC | PALADIN WEALTH | PALADIN FINANCIAL
CRD#: 288387 / SEC#: 801-128300
RIA
Registered Investment Advisory firm - (7/7/2023 Approved)Kansas
Registered Investment Advisory firm - (7/11/2023 Terminated)Minnesota
Registered Investment Advisory firm - (7/13/2023 Terminated)North Carolina
Registered Investment Advisory firm - (5/27/2022 Terminated)Texas
Registered Investment Advisory firm - (7/11/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (7/11/2023 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/12/2023)
RR
Colorado(8/7/2023)
RR
Georgia(9/10/2025)
IAR
Minnesota(7/8/2022)
RR
Minnesota(4/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/11/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PF
PALADIN FINANCIAL
LORD'S FINANCIAL PLANNING | PALADIN WEALTH, LLC | PALADIN WEALTH | PALADIN FINANCIAL
CRD#: 288387 / SEC#: 801-128300
RIA
Registered Investment Advisory firm - (7/7/2023 Approved)Kansas
Registered Investment Advisory firm - (7/11/2023 Terminated)Minnesota
Registered Investment Advisory firm - (7/13/2023 Terminated)North Carolina
Registered Investment Advisory firm - (5/27/2022 Terminated)Texas
Registered Investment Advisory firm - (7/11/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (7/11/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4105 Lexington Avenue North, Suite 230, Arden Hills, MN 55126
Mailing Address
Phone number
(651) 842-8406
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,268 |
| AUM (Assets Under Management) | $ 182,540,818 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
