PF
Patrick A. Foley
AKM ADVISORY
Edina, MN 55424
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CRD#: 4143171
PF
Patrick Andrew FoleyAKM ADVISORY
Professional summary
Patrick Andrew Foley is a registered financial advisor currently at AKM ADVISORY located in Edina, Minnesota and SAVVY located in Edina, Minnesota.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Patrick has worked at 8 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AKM Advisory, LLC; investment related; advisor; Edina, MN; serves as DBA entity for work at Savvy Advisors, advisor, 09/14/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role)
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Andrew Foley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 19, 2020 - Present
AKM ADVISORY
Office #1: 5200 Willson Road, Suite 150, Edina, MN 55424RIA
CRD#: 170187
Edina, MN
Current
September 16, 2026 - Present
SAVVY
RIA
CRD#: 318493
Edina, MN
Past
March 23, 2018 - July 21, 2020
CTB FINANCIAL SERVICES, LTD.
RIA
CRD#: 141278
SAINT LOUIS PARK, MN
Past
January 16, 2013 - October 24, 2013
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
EAU CLAIRE, WI
Past
January 16, 2013 - October 24, 2013
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
EAU CLAIRE, WI
Past
December 1, 2006 - June 26, 2012
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
MINNEAPOLIS, MN
Past
May 19, 2006 - December 1, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
January 24, 2002 - February 3, 2006
CRI SECURITIES, LLC
BD
CRD#: 22589
ST PAUL, MN
Past
March 24, 2000 - February 3, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST PAUL, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(9/19/2020)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Loading...
Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
170
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,645 |
| AUM (Assets Under Management) | $ 5,001,044,474 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
