Patrick O Leary (CRD# 4770356) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 19 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bane O'leary LLC | Edina, MN | Apr 2017 - Current | 7 |
| Patrick O'leary Sole Proprietor | Edina, MN | Jan 2014 - Current | 10 |
| Barber Financial Group | Minneapolis, MN | Jul 2012 - Apr 2017 | 4 |
| National Planning Corporation | Minneapolis, MN | Jul 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- AZ
- MN
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts443ACCOUNTS
-
Average Account Value$176,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CO, MN, OK
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