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Paige Marie Clausen

Fruitful

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About Paige Marie Clausen

Paige Marie Clausen is a financial advisor at Fruitful, a firm that provides financial planning and portfolio management services. Paige has been in the financial services industry for over 10 years and has worked at several firms, including Robert W. Baird & Co. Incorporated, Sagepoint Financial, Inc., and Edward Jones. Paige holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Paige is registered to provide investment advisory services in California and New York.

Firm Information

Paige Clausen is currently registered with Fruitful. Fruitful is a registered investment advisor based in New York, NY. They provide financial planning and portfolio management services to individuals. The firm manages approximately $1,384,519 in assets for 89 clients. They are registered with the SEC under the SEC number 801-126497.
Fruitful

335 MADISON AVE., 3RD FL

NEW YORK, NY 10017

$1.38M

Assets Under Management

390

Total Clients

12

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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Paige Clausen’s Registration & Firm History

NY

03/01/2024 - Present

Fruitful (NEW YORK NY)

NY

05/05/2023 - 09/28/2023

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

WI

10/05/2015 - 09/29/2022

ROBERT W. BAIRD & CO. INCORPORATED (MEQUON WI)

MI

01/13/2014 - 09/22/2015

SAGEPOINT FINANCIAL, INC. (MARQUETTE MI)

MO

09/16/2013 - 12/03/2013

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/08/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paige Marie Clausen.
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