Bloomington, MN Office
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Bane O'Leary LLC
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Firm-wide stats for Bane O'Leary LLC
About
Bane O’Leary LLC is a small team advisory firm managing roughly $85 million for about 166 primarily individual and high‑net‑worth clients, offering discretionary portfolio management alongside ongoing and one‑time financial planning services. The firm’s planning offerings include Social Security analyses and tax planning reports in addition to cash‑flow, retirement, estate and education planning components.
The firm implements model portfolios under discretionary authority tailored to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis and long‑term purchase strategies. Accounts are monitored regularly with formal reviews at least quarterly and reporting delivered to clients through custodial statements and periodic performance reports.
Compared with many peers, Bane O’Leary conducts no‑charge public seminars and workshops as an explicit educational outreach, and it documents Social Security and tax planning recommendations in written reports as standalone services. Advisors at the firm hold Registered Financial Consultant credentials and also maintain licensed insurance practices (approximately 15% of representatives’ time), a cross‑practice arrangement the brochure discloses and says is managed through procedures and fiduciary obligations.
Based on Bane O'Leary LLC
Expertise
Based on Bane O'Leary LLC
Location
8000 Norman Center Drive, Suite 230
Bloomington MN 55437
Advisors at this office
3
Advisors at this office
Craig B
Series 66
Bloomington, MN
Bane O'Leary LLC
Craig Bane is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 21 years of industry experience. He previously worked at Barber Financial Group and operates a sole proprietorship focused on fixed insurance sales. Bane O'Leary LLC is a small advisory firm managing approximately $85 million for mainly individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services, including Social Security and tax planning, using model portfolios tailored to client goals and monitored through regular reviews.
Patrick O
Series 66
Bloomington, MN
Bane O'Leary LLC
Patrick O'Leary is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 22 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously at Barber Financial Group. In addition to his advisory role, he operates as a sole proprietor providing insurance sales and services, including presenting illustrations and preparing applications. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm utilizes model portfolios based on fundamental and technical analysis, with regular reviews and formal client reporting, and provides educational seminars and detailed Social Security and tax planning reports.
Mark S
Series 63, Series 66
Bloomington, MN
Bane O'Leary LLC
Mark Stevens is a financial advisor at Bane O'Leary LLC in Bloomington, MN, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously operated as a sole proprietor while also working at Barber Financial Group. Stevens served as CEO and president of Beacon North Associates, a sales consulting business, which he currently maintains in an inactive status for tax purposes. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning services, including Social Security and tax planning. The firm uses tailored model portfolios based on fundamental and technical analysis, conducts regular account reviews, and provides educational seminars at no charge.
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