Bane O'leary LLC

Bane O'leary LLC (CRD# 286450) is a financial advisory firm headquartered in Bloomington, MN. They manage $78,233,974 in 443 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8000 Norman Center Drive, Suite 230, Bloomington, MN 55437
http://www.retirewisemn.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $176,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, MN, OK

Financial Advisors at Bane O'leary LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig Bane, financial advisor Bloomington MN
Craig A. Bane
CRD#: 4894816
8000 Norman Center Drive, Suite 230, Bloomington, MN 55437

Craig Bane (CRD# 4894816) 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.

2
Steven Bane, financial advisor Bloomington MN
Steven C. Bane
CRD#: 3112198
8000 Norman Center Drive, Suite 230, Bloomington, MN 55437

Steven Bane (CRD# 3112198) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 25 years of experience in the finance industry.

3
Patrick O Leary, financial advisor Bloomington MN
Patrick T. O Leary
CRD#: 4770356
8000 Norman Center Drive, Suite 230, Bloomington, MN 55437

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.

4
Mark Stevens, financial advisor Bloomington MN
Mark H. Stevens
CRD#: 1810410
8000 Norman Center Drive, Suite 230, Bloomington, MN 55437

Mark Stevens (CRD# 1810410) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals