Bryan Pattee

ALPHACOPIA

ANNANDALE, MN

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CRD#: 7385936

Professional summary

Bryan Pattee is a registered financial advisor currently at ALPHACOPIA located in Annandale, Minnesota and SIOL WEALTH ADVISORS located in Annandale, Minnesota.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Pattee'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®

None

Experience

Current

June 2, 2022 - Present

ALPHACOPIA

RIA

CRD#: 315231

ANNANDALE, MN

Current

December 21, 2023 - Present

SIOL WEALTH ADVISORS

RIA

CRD#: 329032

Annandale, MN

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
(6/2/2022)

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: 9/14/2021

Uniform Investment Adviser Law Examination

Current Firm

SIOL WEALTH ADVISORS

SIOL WEALTH ADVISORS | SIOL WEALTH ADVISORS LLC

CRD#: 329032 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/21/2023 Approved)

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Contact information

Main Address

Minneapolis, MN

Mailing Address

Phone number

(612) 508-4420

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 37,783,727

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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Bryan Pattee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Pattee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHACOPIA

SIOL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2021

Current Firm

SIOL WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIOL WEALTH ADVISORS

TRUST BUT VERIFY

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