Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan Regan is a financial advisor with over 20 years of experience. Patrick is a Chartered Financial Analyst and is registered with the state of Minnesota as an Investment Advisor Representative. Patrick is affiliated with Cresset Asset Management, LLC. His professional experience includes working with Ameriprise Financial Services, Inc. and E*TRADE Securities, Incorporated. Patrick is also affiliated with Meristem Family Wealth LLC. Patrick holds a Series 7 and a Series 63 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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
06/01/2022 - Present
Cresset Asset Management, LLC (Minnetonka MN)
MN
09/12/2002 - 08/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NJ
08/15/2001 - 02/20/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
NY
01/19/2000 - 06/27/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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