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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

JEFFREY ALLEN FOLEY

Advisor at MAGGI INVESTMENT SERVICES, LLC

Arden Hills, MN | ARDEN HILLS, MN | OLDMAR, FL

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Search this name across graphsid dfx:ria:c9e7f095-e241-d17e-a143-464b73c07fbb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAGGI INVESTMENT SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 3
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 29, 2000
First registration: Oct 23, 2008
Dual registered: yes, broker-dealer
Other names: JEFF FOLEY
IAPD individual key: 4237174

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAGGI INVESTMENT SERVICES, LLC	Independent wealth	Jun 22, 2026	n/a	yes	Arden Hills, MN\|OLDMAR, FL	Current employment
PALADIN FINANCIAL	Independent wealth	May 2, 2017	n/a	yes	ARDEN HILLS, MN	Current employment
PALADIN CAPITAL	Independent wealth	Apr 18, 2017	n/a	yes	ARDEN HILLS, MN	Current employment
GRADIENT INVESTMENTS, LLC	Independent wealth	Mar 1, 2022	May 12, 2022	no	ARDEN HILLS, MN	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Feb 16, 2010	Apr 20, 2015	no	ARDEN HILLS, MN	Previous registration
GRADIENT INVESTMENTS, LLC	Independent wealth	Oct 23, 2008	Feb 16, 2010	no	ARDEN HILLS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRADIENT INVESTMENTS, LLC	MAGGI INVESTMENT SERVICES, LLC	May 12, 2022	Jun 22, 2026	1,502	Firm change after gap	RIA to RIA
GRADIENT ADVISORS, LLC	PALADIN CAPITAL	Apr 20, 2015	Apr 18, 2017	729	Firm change after gap	Other
GRADIENT INVESTMENTS, LLC	GRADIENT ADVISORS, LLC	Feb 16, 2010	Feb 16, 2010	0	Firm change	Other

Relationships

Registered with (5)

→ MAGGI INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ PALADIN FINANCIALRegistered adviserregistration: current employment
May 2, 2017 to presentfactForm ADV
→ PALADIN CAPITALRegistered adviserregistration: current employment
Apr 18, 2017 to presentfactForm ADV
→ GRADIENT INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 1, 2022 to May 12, 2022factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 16, 2010 to Apr 20, 2015factForm ADV

Dated events

Occurred
May 12, 2022
Advisor changed firm
Jeffrey Allen Foley left Gradient Investments, Llc for Maggi Investment Services, Llc (registered 2026-06-22)
Form ADVobserved 6 days ago