James Russell Lord

Current Employers

Employment History

• 01/1982 → Present
  Money Management Financial Planning Serv
  Topeka, KS
• 09/2014 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 06/2009 → Present
  Lord'S Financial Planning
  Topeka, KS
• 06/2020 → 04/2023
  Lord'S Wealth Partners, Llc
  Ozawkie, KS
• 05/2023 → Present
  Paladin Wealth, Llc
  Arden Hills, MN
• 09/2014 → 12/2023
  Gradient Wealth Management
  Arden Hills, MN
• 09/2024 → Present
  Paladin Legal Services, Llc
  Arden Hills, MN
• 05/2023 → Present
  Paladin Insurance, Llc
  Arden Hills, MN

Previous Registrations

• 2014-09-09 → 2015-02-24
  Gradient Advisors, Llc
  Topeka, MN
  Arden Hills, MN
• 2005-03-02 → 2014-09-10
  National Planning Corporation
  Lawrence, KS
  Wichita, KS
  Topeka, KS
• 2002-10-14 → 2005-04-13
  Cornerstone Advisors
  Topeka, KS

Other Businesses

(1) PALADIN INSURANCE, DBA LORD'S FINANCIAL PLANNING; INV-RELATED; 2909 SW PLASS CT, TOPEKA, KS 66611; INSURANCE; INSURANCE AGENT; START 06/2009; 60 HRS/MO; 60 HRS/MO DURING TRADING; SALES OF INSURANCE. (2) MONEY MANAGEMENT FINANCIAL PLANNING; INV-RELATED; 2909 SW PLASS CT, TOPEKA, KS 66611; ACCOUNTING ENTITY; OWNER/PRESIDENT; START 01/1982; ACCOUNTING FOR HIS BUSINESS. (3) 90 SECONDS TO A GREATER YOU; NOT INVESTMENT RELATED; 7897 CHEROKEE CIRCLE, OZAWKIE, KS 66070; RADIO SPOT; VOICE OVER; START 03/2018; 10 HOURS PER MONTH; NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; RECORDING RADIO SPOTS MARKETING UPLIFTING AND MOTIVATIONAL BOOK OF THE MONTH CLUB. (4) PALADIN FINANCIAL DBA LORD'S FINANCIAL PLANNING; INV REL; 2909 SW PLASS CT, TOPEKA, KS 66611; RIA; IAR; START 05/2023; 240 HOURS PER MONTH; 100 HOURS DURING TRADING HOURS; INVESTMENT ADVISORY SERVICES. (5) GRADIENT SECURITIES, LLC; INV REL; ARDEN HILLS, MN; REG REP; START 09/2014; APPROX 20% OF TIME SPEND IN THIS PRACTICE. (6) PALADIN LEGAL SERVICES, LLC; INV RELATED; 2909 SW PLASS CT, TOPEKA, KS 66611; ADMIN, SALES, MARKETING; START 09/2024; 5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDES ADMINISTRATIVE SERVICES FOR ESTATE PLANNING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-28
• S63 Uniform Securities Agent State Law Examination
  1987-04-10

Other Names

• Jim Lord