Bryan Pattee (CRD# 7385936) is an Investment Advisor Representative working at Alphacopia in Annandale, MN and has over 2 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Siol Wealth Advisors, LLC | Annandale, MN | Nov 2023 - Current | < 1 |
| Alphacopia Investments LLC | Annandale, MN | May 2021 - Current | 3 |
| Us Bank | Minneapolis, MN | Aug 2012 - Jul 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MN
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$652,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MN
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