Adam Charles Bormann
Investment adviser representative at Paladin Wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$279.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Paladin Wealth PartnersJun 2017 to now
- Mountain Lion Aviation LLCJan 2017 to May 2017
- Trail Runner International LLCJan 2017 to May 2017
- Ausdal Financial Partners, Inc.Apr 2014 to Dec 2016
- Hjn Advisors, LLPApr 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Paladin Wealth Partners
Legal name: Paladin Advisory Group, LLC
$279.8MAssets managed
102Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4476079
- Firm CRD
- 285303