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Patrick Andrew Foley

Akm Advisory

Edina, MN

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Current Employers
Akm Advisory

5200 Willson Road, Suite 150, Edina, MN 55424 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-09-19
  • MN RA
    APPROVED
    Since 2020-09-19

Branch Locations

5200 Willson Road, Suite 150, Edina, MN 55424 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bella Custom Cabinetry St. Paul MN 06/2014 06/2017
Ctb Financial Services St. Louis Park MN 06/2017 07/2020
Akm Advisory Edina MN 07/2020 Present
  • 06/2014 → 06/2017
    Bella Custom Cabinetry
    St. Paul, MN
  • 06/2017 → 07/2020
    Ctb Financial Services
    St. Louis Park, MN
  • 07/2020 → Present
    Akm Advisory
    Edina, MN
Previous Registrations
  • 2018-03-23 → 2020-07-21
    Ctb Financial Services, Ltd.
    Saint Louis Park, MN
  • 2013-01-16 → 2013-10-24
    Rbc Capital Markets, Llc
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-23
S66 Uniform Combined State Law Examination 2000-11-08
  • S65 Uniform Investment Adviser Law Examination
    2018-03-23
  • S66 Uniform Combined State Law Examination
    2000-11-08

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

More in Edina, MN

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