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Brian Joseph Padden

Padden Financial Planning LLC

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About Brian Joseph Padden

Brian Padden is a financial professional with experience in the financial services industry. Brian holds licenses in Illinois for both securities and investment advising. Brian has been involved in various roles over the years, including positions at Pruco Securities LLC, Elgin Academy, and Brian Padden Financial Services. Brian is currently registered with Padden Financial Planning LLC, where they offer financial planning and portfolio management services. The firm has over 45 clients and utilizes a fee-based compensation structure including fixed fees and hourly charges.

Firm Information

Brian Padden is currently registered with Padden Financial Planning LLC. Padden Financial Planning LLC is a financial planning firm with a focus on providing financial planning and portfolio management services to individuals. They have two investment advisor representatives and offer both financial planning and portfolio management for individuals. They are active on social media, with profiles on LinkedIn, Facebook, and Twitter.

Not reported

Assets Under Management

45

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Brian Padden’s Registration & Firm History

IL

12/06/2024 - Present

Padden Financial Planning LLC (Chicago IL)

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Licenses & Designations

BC

Issued 05/11/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Joseph Padden.
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