Patrick Timothy O Leary
Professional Summary
Patrick Timothy O Leary, who also goes by Patrick Timothy O'leary, is a registered financial advisor currently at BANE O'LEARY LLC located in Bloomington, Minnesota. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Timothy O'leary
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
BANE O'LEARY LLC
Contact Information
Main Address
8000 Norman Center Drive Suite 230, Bloomington, MN 55437Phone Number
(952) 236-4213# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
453AUM (Assets Under Management)
$85,300,000Similar Advisors
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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.
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State Registrations and Notice Filings
(5/3/2017)
(4/27/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Timothy O Leary's CRS (Customer Relationship Summary).
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