Why Palen Financial LLC?

Palen Financial, LLC is a successful Registered Investment Advisory firm located in Davenport, IA. We are not affiliated with any broker-dealer or insurance company, which allows us to remain completely unbiased and independent when choosing investment portfolios. We are non-commissioned, so there is no conflict-of-interest between you and your financial advisor. We also offer a “Open Architecture” approach to investment planning.


How Does Our Transparent Open Architecture Approach Help You?

  • In our recent survey, we found that the majority of people are not concerned about their 401(k) plan, but through our experience, we have come to realize that most people don't know what is in their 401(k) plan. So how do people know whether they should be concerned or not?

    • In our Open Architecture approach, we offer transparency - if you contact us for an unbiased second opinion, or a "Financial Fresh Look."

  • We have found that most people are financially underserved, but that they are unaware of this

    • We will sit down with you and compare your portfolio to the thousands of other investment opportunities out there.

Contact Palen Financial today for an unbiased examination, "Fresh Look," of your portfolio!

Your 401(k) is the most important investment you own. View this video to answer why it is your job to keep it protected.        



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Do you know who is acting in your best interest? Click the chart to find out more!


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Contact us today for an examination of your portfolio – our “Financial Fresh Look”!

You can start your examination by filling out and submitting the Data Gathering form below.  The Expense Sheet is optional.