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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Farley is a financial advisor with over 20 years of experience in the industry. Patrick has a strong background in investment management and specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Patrick is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. Patrick currently works at Mairs & Power. Patrick has previously worked at Dougherty & Company LLC, Craig-Hallum Capital Group LLC, Centennial Lakes Capital, LLC, Piper Jaffray Inc., R.J. Steichen & Company, and John G. Kinnard and Company, Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
10/18/2018 - Present
Mairs & Power (ST. PAUL MN)
MN
03/14/2016 - 04/04/2017
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
10/11/2005 - 02/23/2016
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
MN
01/22/1998 - 09/01/2005
CENTENNIAL LAKES CAPITAL, LLC (EDINA MN)
MN
03/20/1995 - 12/03/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
10/03/1994 - 01/06/1995
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
01/18/1994 - 08/10/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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