Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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IL
12/06/2024 - Present
Padden Financial Planning LLC (Chicago IL)
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
Active
Inactive
F
FINRA
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