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Paladin Registry Completed Background Checks for Rick Jurrens, Brian Herbel & Colleen Jordan Hallin
Before you turn your money over to a financial advisor or financial planner, wouldn't it be good to know about that person's background, experience, credentials and business ethics? Paladin Registry now conducts background checks for investors.
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Rick Jurrens, Brian Herbel, and Colleen Jordan Hallinan. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”
Rick Jurrens (Edmond, OK) has worked in the financial services industry for the past 34 years. He studied business at the University of Oklahoma and Southwestern Oklahoma State University, and he holds CFP®, ChFC®, and CLU® designations. Jurrens is a member of the Financial Planning Association and he provides financial planning and investment advisory services to nonprofits, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2005. See Jurrens’ online profile at http://www.paladinregistry.com/
Brian Herbel (Ankeny, IA) has worked in the financial services industry for the past 10 years. He received a BS and a MBA degree from Kansas State University and he holds CFP® and AAMS® designations. Herbel provides financial planning and investment advisory services to businesses, nonprofits, individuals and families. He was admitted to the Registry with a five star quality rating in 2009. Learn more about Herbel at http://www.paladinregistry.com/
Colleen Jordan Hallinan (San Mateo, CA) has worked in the financial services industry for the past 23 years. She received her BA degree from the University of Southern California. Hallinan provides fee-only financial planning and investment advisory services to individuals and families. She was admitted to the Paladin Registry with a five star quality rating in 2005. See Hallinan’s online profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.
(916) 253-3334 (CA)
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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.