Patrick Fry (CRD# 1884853) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 35 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Trust Company | Green Bay, WI | Jan 2013 - Current | 11 |
| Kellogg Asset Management, LLC | Green Bay, WI | Jan 2010 - Current | 14 |
| Associated Investment Services, Inc. | Green Bay, WI | Oct 2013 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
- WI
-
Total Assets Under Management2,509MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$21,815,620
- A percentage of assets under your management
- 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
IL, MN, WI
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