Patrick C. Manning

WILIAN SECURITIES

Medina, MN 55110

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CRD#: 7033185

Professional summary

Patrick Conor Manning, who also goes by Conor Manning, is a registered financial advisor currently at WILIAN SECURITIES, LLC located in Medina, Minnesota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Patrick has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Conor Manning

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.

1. Name of Business: Wilian Insurance, LLC ; Investment Related: Yes ; Address: VADNAIS HEIGHTSMinnesota; Position: Investment Adviser Representative; Start Date: 01/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Conor Manning's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 14, 2024 - Present

WILIAN SECURITIES, LLC

Office #1: 3640 Talmage Circle St 100, Medina, MN 55110

RIA

CRD#: 322924

Medina, MN

Past

April 5, 2022 - January 29, 2024

GREAT WATERS FINANCIAL

RIA

CRD#: 308215

New Richmond, WI

Past

October 19, 2018 - April 28, 2022

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Vadnais Heights, 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".

WILIAN SECURITIES, LLC

WILIAN FINANCIAL GROUP | WILIAN SECURITIES, LLC | WILIAN FINANCIAL GROUP, LLC

CRD#: 322924 / SEC#: 801-126504

RIA

Registered Investment Advisory firm - (9/2/2022 Approved)

Minnesota

Registered Investment Advisory firm - (7/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/14/2024)

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

State Security Law Exam

IAR

Series 65

Date: 9/20/2018

Uniform Investment Adviser Law Examination

Current Firm

WILIAN SECURITIES, LLC

WILIAN FINANCIAL GROUP | WILIAN SECURITIES, LLC | WILIAN FINANCIAL GROUP, LLC

CRD#: 322924 / SEC#: 801-126504

RIA

Registered Investment Advisory firm - (9/2/2022 Approved)

Minnesota

Registered Investment Advisory firm - (7/30/2024 Terminated)

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Contact information

Main Address

3640 Talmage Circle St 100, Vadnais Heights, MN 55110

Mailing Address

Phone number

(651) 243-0535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WILIAN SECURITIES, LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	765
AUM (Assets Under Management)	$ 143,790,000

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.

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Patrick C. Manning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Conor Manning's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILIAN SECURITIES, LLC

GREAT WATERS FINANCIAL

ADVISORNET WEALTH PARTNERS

Primary Firm SEC Registration

WILIAN SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2018

Current Firm

WILIAN SECURITIES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILIAN SECURITIES, LLC

TRUST BUT VERIFY

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