Patrick A. Fry
Professional summary
Patrick Andrew Fry is a registered financial advisor currently at KELLOGG ASSET MANAGEMENT, LLC located in Green Bay, Wisconsin.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Patrick has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 53, Series 4 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Andrew Fry's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2010 - Present
KELLOGG ASSET MANAGEMENT, LLC
Office #1: 200 North Adams Street, Green Bay, WI 54301November 11, 2013 - June 12, 2019
ASSOCIATED INVESTMENT SERVICES, INC.
June 5, 2001 - January 2, 2013
ASSOCIATED INVESTMENT MANAGEMENT LLC
February 2, 1989 - November 8, 2011
ASSOCIATED INVESTMENT SERVICES, INC.
October 19, 1988 - February 10, 1989
ASSOCIATED BROKERAGE, INC.
Primary Firm SEC Registration
KELLOGG ASSET MANAGEMENT, LLC
CRD#: 150031 / SEC#: 801-70113
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2010)
Exams
Current Firm
KELLOGG ASSET MANAGEMENT, LLC
CRD#: 150031 / SEC#: 801-70113
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 2,651,598,328 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/15/2025 | ||
| 09/26/2024 | ||
| 08/21/2023 | ||
| 10/19/2022 |
Red Flags
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