Unclaimed Profile

Patrick Andrew Foley

QUESTAR ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

Series 7, Series 24, Series 65, Series 66Clean record13 years registeredQUESTAR ASSET MANAGEMENT, INC.

5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416CRD# 4143171Firm CRD# 133358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Andrew Foley · MINNEAPOLIS, MN

Registration

CRD #4143171 · QUESTAR ASSET MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

AKM ADVISORY

Sep 2020 – present

CTB FINANCIAL SERVICES, LTD.

Mar 2018 – Jul 2020

SAINT LOUIS PARK, MN

RBC CAPITAL MARKETS, LLC

Jan 2013 – Oct 2013

EAU CLAIRE, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · January 16, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUESTAR ASSET MANAGEMENT, INC.

CRD 133358 · SEC 801-63747

AUM

$1.1B

Regulatory assets under management

Employees

431

6,432 client accounts

Services offered by QUESTAR ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUESTAR ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Patrick Andrew Foley offer?

Patrick Andrew Foley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Patrick Andrew Foley's credentials?

Patrick Andrew Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Andrew Foley located?

Patrick Andrew Foley is based in MINNEAPOLIS, Minnesota, working with QUESTAR ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Patrick Andrew Foley charge for services?

Patrick Andrew Foley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTAR ASSET MANAGEMENT, INC.?

QUESTAR ASSET MANAGEMENT, INC. has approximately 431 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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